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 | $73,607 | $104,106-29.3% | $71,086+3.5% | $135,375-45.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -1.48% | 1256.30%-1257.8pp | 650.59%-652.1pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,442 | $1,485+64.4% | $1,088+124.5% | $4,779-48.9% |
| Participant deferral / active EE | $9,530 | $2,527+277.1% | $1,874+408.5% | $5,609+69.9% |
| Admin fee / account holder | $2,706 | $4,142-34.7% | $3,082-12.2% | $10,827-75.0% |