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 | $22,786 | $104,106-78.1% | $71,086-67.9% | $135,375-83.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.40% | 1256.30%-1262.7pp | 650.59%-657.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,371 | $1,485+194.4% | $1,088+301.9% | $4,779-8.5% |
| Participant deferral / active EE | $323 | $2,527-87.2% | $1,874-82.7% | $5,609-94.2% |
| Admin fee / account holder | $352 | $4,142-91.5% | $3,082-88.6% | $10,827-96.8% |