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 | $42,875 | $104,106-58.8% | $71,086-39.7% | $135,375-68.3% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.7%+31.1pp | 82.6%+3.1pp |
| Annual return | -0.41% | 1256.30%-1256.7pp | 650.59%-651.0pp | 519.73%-520.1pp |
| Employer contribution / active EE | $492 | $1,485-66.9% | $1,088-54.8% | $4,779-89.7% |
| Participant deferral / active EE | $7,015 | $2,527+177.6% | $1,874+274.3% | $5,609+25.1% |
| Admin fee / account holder | $400 | $4,142-90.4% | $3,082-87.0% | $10,827-96.3% |