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 9-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 | $11,336 | $104,106-89.1% | $71,086-84.1% | $135,375-91.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -11.16% | 1256.30%-1267.5pp | 650.59%-661.7pp | 519.73%-530.9pp |
| Employer contribution / active EE | $873 | $1,485-41.2% | $1,088-19.7% | $4,779-81.7% |
| Participant deferral / active EE | $1,981 | $2,527-21.6% | $1,874+5.7% | $5,609-64.7% |
| Admin fee / account holder | $1,322 | $4,142-68.1% | $3,082-57.1% | $10,827-87.8% |