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 | $25,730 | $88,594-71.0% | $70,092-63.3% | $134,475-80.9% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -19.28% | 442.67%-461.9pp | 190.73%-210.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $6,447 | $3,233+99.4% | $2,559+152.0% | $4,740+36.0% |
| Participant deferral / active EE | $1,482 | $4,772-68.9% | $3,849-61.5% | $6,400-76.8% |
| Admin fee / account holder | $2,797 | $10,441-73.2% | $6,267-55.4% | $11,426-75.5% |