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 7-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 | $32,342 | $82,664-60.9% | $125,339-74.2% | $68,494-52.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 44.14% | -5.97%+50.1pp | 572.05%-527.9pp | -7.84%+52.0pp |
| Employer contribution / active EE | $4,694 | $3,381+38.8% | $4,814-2.5% | $2,596+80.8% |
| Participant deferral / active EE | $10,712 | $6,110+75.3% | $7,446+43.9% | $4,027+166.0% |
| Admin fee / account holder | $4,132 | $6,275-34.2% | $10,010-58.7% | $5,403-23.5% |