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 | $84,485 | $104,106-18.8% | $71,086+18.8% | $135,375-37.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.97% | 1256.30%-1260.3pp | 650.59%-654.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,009 | $1,485+102.6% | $1,088+176.6% | $4,779-37.0% |
| Participant deferral / active EE | $7,699 | $2,527+204.7% | $1,874+310.8% | $5,609+37.3% |
| Admin fee / account holder | $1,658 | $4,142-60.0% | $3,082-46.2% | $10,827-84.7% |