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 | $66,313 | $104,106-36.3% | $71,086-6.7% | $135,375-51.0% |
| Participation rate | 92.3% | 65.7%+26.7pp | 54.7%+37.7pp | 82.6%+9.7pp |
| Annual return | -5.80% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $575 | $1,485-61.3% | $1,088-47.1% | $4,779-88.0% |
| Participant deferral / active EE | $4,199 | $2,527+66.2% | $1,874+124.0% | $5,609-25.1% |
| Admin fee / account holder | $3,593 | $4,142-13.3% | $3,082+16.6% | $10,827-66.8% |