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 | $22,004 | $97,757-77.5% | $83,848-73.8% | $135,375-83.7% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -8.67% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $6,804 | $4,222+61.2% | $3,631+87.4% | $4,779+42.4% |
| Participant deferral / active EE | $4,617 | $4,682-1.4% | $4,082+13.1% | $5,609-17.7% |
| Admin fee / account holder | $903 | $6,674-86.5% | $5,478-83.5% | $10,827-91.7% |