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 | $23,733 | $97,757-75.7% | $83,848-71.7% | $135,375-82.5% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -8.92% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $10,324 | $4,222+144.5% | $3,631+184.3% | $4,779+116.0% |
| Participant deferral / active EE | $3,065 | $4,682-34.5% | $4,082-24.9% | $5,609-45.3% |
| Admin fee / account holder | $1,574 | $6,674-76.4% | $5,478-71.3% | $10,827-85.5% |