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 | $13,428 | $104,106-87.1% | $71,086-81.1% | $135,375-90.1% |
| Participation rate | 94.4% | 65.7%+28.8pp | 54.7%+39.8pp | 82.6%+11.8pp |
| Annual return | -8.80% | 1256.30%-1265.1pp | 650.59%-659.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,536 | $1,485+3.4% | $1,088+41.2% | $4,779-67.9% |
| Participant deferral / active EE | $2,672 | $2,527+5.7% | $1,874+42.6% | $5,609-52.4% |
| Admin fee / account holder | $848 | $4,142-79.5% | $3,082-72.5% | $10,827-92.2% |