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 | $17,588 | $97,757-82.0% | $83,848-79.0% | $135,375-87.0% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -3.20% | 1287.37%-1290.6pp | 850.88%-854.1pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,075 | $4,222-50.8% | $3,631-42.8% | $4,779-56.6% |
| Participant deferral / active EE | $2,482 | $4,682-47.0% | $4,082-39.2% | $5,609-55.7% |
| Admin fee / account holder | $5,095 | $6,674-23.7% | $5,478-7.0% | $10,827-52.9% |