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 | $40,334 | $88,710-54.5% | $81,783-50.7% | $145,959-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,429 | $3,083-21.2% | $2,913-16.6% | $4,661-47.9% |
| Participant deferral / active EE | $12,147 | $4,645+161.5% | $4,320+181.2% | $6,689+81.6% |
| Admin fee / account holder | $1,000 | $8,407-88.1% | $7,380-86.4% | $13,398-92.5% |