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 | $31,999 | $92,703-65.5% | $82,719-61.3% | $134,475-76.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.80% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,304 | $3,274+62.0% | $3,009+76.3% | $4,740+11.9% |
| Participant deferral / active EE | $7,269 | $4,802+51.4% | $4,395+65.4% | $6,400+13.6% |
| Admin fee / account holder | $4,674 | $5,983-21.9% | $5,329-12.3% | $11,426-59.1% |