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 | $68,344 | $70,428-3.0% | $96,562-29.2% | $85,850-20.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.20% | 18.59%-4.4pp | 37.78%-23.6pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,430 | $1,413+142.7% | $2,356+45.5% | $2,565+33.7% |
| Participant deferral / active EE | $6,095 | $2,894+110.6% | $3,849+58.4% | $3,952+54.2% |
| Admin fee / account holder | $2,388 | $4,997-52.2% | $6,181-61.4% | $6,260-61.9% |