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 | $35,625 | $104,106-65.8% | $71,086-49.9% | $135,375-73.7% |
| Participation rate | 95.2% | 65.7%+29.6pp | 54.7%+40.6pp | 82.6%+12.6pp |
| Annual return | -3.92% | 1256.30%-1260.2pp | 650.59%-654.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $802 | $1,485-46.0% | $1,088-26.2% | $4,779-83.2% |
| Participant deferral / active EE | $2,899 | $2,527+14.7% | $1,874+54.7% | $5,609-48.3% |
| Admin fee / account holder | $14,899 | $4,142+259.7% | $3,082+383.3% | $10,827+37.6% |