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 | $68,291 | $101,283-32.6% | $75,826-9.9% | $135,375-49.6% |
| Participation rate | 95.7% | 72.7%+22.9pp | 68.2%+27.4pp | 82.6%+13.0pp |
| Annual return | -8.56% | 3384.62%-3393.2pp | 1914.15%-1922.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $898 | $2,382-62.3% | $1,913-53.0% | $4,779-81.2% |
| Participant deferral / active EE | $6,044 | $3,469+74.2% | $2,862+111.2% | $5,609+7.8% |
| Admin fee / account holder | $2,291 | $6,539-65.0% | $4,726-51.5% | $10,827-78.8% |