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 | $22,142 | $104,106-78.7% | $71,086-68.9% | $135,375-83.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.25% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,205 | $1,485+48.5% | $1,088+102.8% | $4,779-53.8% |
| Participant deferral / active EE | $3,134 | $2,527+24.0% | $1,874+67.2% | $5,609-44.1% |
| Admin fee / account holder | $789 | $4,142-80.9% | $3,082-74.4% | $10,827-92.7% |