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 9-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 | $14,840 | $104,106-85.7% | $71,086-79.1% | $135,375-89.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -11.61% | 1256.30%-1267.9pp | 650.59%-662.2pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,339 | $1,485-9.9% | $1,088+23.1% | $4,779-72.0% |
| Participant deferral / active EE | $3,141 | $2,527+24.3% | $1,874+67.6% | $5,609-44.0% |
| Admin fee / account holder | $750 | $4,142-81.9% | $3,082-75.7% | $10,827-93.1% |