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 | $42,957 | $100,754-57.4% | $86,677-50.4% | $134,475-68.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 37.27% | 29.04%+8.2pp | 35.91%+1.4pp | 417.96%-380.7pp |
| Employer contribution / active EE | $2,851 | $3,489-18.3% | $2,836+0.5% | $4,740-39.8% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,160 | $10,926-89.4% | $7,493-84.5% | $11,426-89.9% |