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 | $14,259 | $104,106-86.3% | $71,086-79.9% | $135,375-89.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.99% | 1256.30%-1265.3pp | 650.59%-659.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,258 | $1,485+52.0% | $1,088+107.6% | $4,779-52.8% |
| Participant deferral / active EE | $3,148 | $2,527+24.6% | $1,874+68.0% | $5,609-43.9% |
| Admin fee / account holder | $345 | $4,142-91.7% | $3,082-88.8% | $10,827-96.8% |