See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,716 | $70,428-6.7% | $96,562-31.9% | $85,850-23.5% |
| Participation rate | 94.3% | 61.8%+32.5pp | 69.8%+24.5pp | 69.3%+25.0pp |
| Annual return | 14.57% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,435 | $1,413+1.6% | $2,356-39.1% | $2,565-44.1% |
| Participant deferral / active EE | $6,600 | $2,894+128.1% | $3,849+71.5% | $3,952+67.0% |
| Admin fee / account holder | $1,458 | $4,997-70.8% | $6,181-76.4% | $6,260-76.7% |