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 | $18,353 | $104,106-82.4% | $71,086-74.2% | $135,375-86.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.61% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,361 | $1,485-8.3% | $1,088+25.2% | $4,779-71.5% |
| Participant deferral / active EE | $4,620 | $2,527+82.8% | $1,874+146.5% | $5,609-17.6% |
| Admin fee / account holder | $1,107 | $4,142-73.3% | $3,082-64.1% | $10,827-89.8% |