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 | $31,262 | $124,319-74.9% | $111,297-71.9% | $167,490-81.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 90.13% | 37.44%+52.7pp | 54.65%+35.5pp | 478.56%-388.4pp |
| Employer contribution / active EE | $3,108 | $3,435-9.5% | $2,731+13.8% | $4,837-35.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,132 | $10,618-89.3% | $7,964-85.8% | $12,309-90.8% |