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 | $89,506 | $90,600-1.2% | $79,464+12.6% | $135,375-33.9% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -8.48% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,581 | $3,068-15.9% | $2,800-7.8% | $4,779-46.0% |
| Participant deferral / active EE | $6,206 | $4,050+53.2% | $3,704+67.6% | $5,609+10.7% |
| Admin fee / account holder | $923 | $5,907-84.4% | $5,113-81.9% | $10,827-91.5% |