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 | $39,392 | $104,106-62.2% | $71,086-44.6% | $135,375-70.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.92% | 1256.30%-1262.2pp | 650.59%-656.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,489 | $1,485+0.3% | $1,088+36.9% | $4,779-68.8% |
| Participant deferral / active EE | $4,630 | $2,527+83.2% | $1,874+147.0% | $5,609-17.5% |
| Admin fee / account holder | $1,405 | $4,142-66.1% | $3,082-54.4% | $10,827-87.0% |