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 | $39,787 | $104,106-61.8% | $71,086-44.0% | $135,375-70.6% |
| Participation rate | 93.3% | 65.7%+27.7pp | 54.7%+38.7pp | 82.6%+10.7pp |
| Annual return | -8.69% | 1256.30%-1265.0pp | 650.59%-659.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,534 | $1,485+3.3% | $1,088+41.0% | $4,779-67.9% |
| Participant deferral / active EE | $4,327 | $2,527+71.2% | $1,874+130.9% | $5,609-22.9% |
| Admin fee / account holder | $7,630 | $4,142+84.2% | $3,082+147.5% | $10,827-29.5% |