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 8-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 | $31,419 | $85,202-63.1% | $172,739-81.8% | $72,985-57.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.59% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,492 | $3,324+5.0% | $5,143-32.1% | $2,440+43.1% |
| Participant deferral / active EE | $3,117 | $3,260-4.4% | $5,198-40.0% | $3,607-13.6% |
| Admin fee / account holder | $455 | $5,884-92.3% | $13,954-96.7% | $5,124-91.1% |