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 | $15,300 | $104,106-85.3% | $71,086-78.5% | $135,375-88.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.47% | 1256.30%-1263.8pp | 650.59%-658.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,172 | $1,485+180.9% | $1,088+283.5% | $4,779-12.7% |
| Participant deferral / active EE | $2,408 | $2,527-4.7% | $1,874+28.5% | $5,609-57.1% |
| Admin fee / account holder | $1,780 | $4,142-57.0% | $3,082-42.2% | $10,827-83.6% |