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 | $22,965 | $104,106-77.9% | $71,086-67.7% | $135,375-83.0% |
| Participation rate | 72.7% | 65.7%+7.1pp | 54.7%+18.1pp | 82.6%-9.9pp |
| Annual return | -8.90% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,918 | $1,485+29.2% | $1,088+76.4% | $4,779-59.9% |
| Participant deferral / active EE | $6,868 | $2,527+171.8% | $1,874+266.4% | $5,609+22.4% |
| Admin fee / account holder | $545 | $4,142-86.9% | $3,082-82.3% | $10,827-95.0% |