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 | $67,596 | $72,400-6.6% | $67,502+0.1% | $145,922-53.7% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 19.18% | 7182.46%-7163.3pp | 3512.12%-3492.9pp | 561.29%-542.1pp |
| Employer contribution / active EE | $584 | $3,069-81.0% | $2,731-78.6% | $4,660-87.5% |
| Participant deferral / active EE | $3,397 | $4,783-29.0% | $4,000-15.1% | $6,688-49.2% |
| Admin fee / account holder | $31,204 | $5,539+463.4% | $3,998+680.6% | $13,397+132.9% |