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 6-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 | $36,383 | $76,000-52.1% | $154,107-76.4% | $64,186-43.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 36.06% | 30.32%+5.7pp | 735.12%-699.1pp | 7.63%+28.4pp |
| Employer contribution / active EE | $3,779 | $3,351+12.8% | $5,298-28.7% | $2,381+58.7% |
| Participant deferral / active EE | $3,909 | $3,175+23.1% | $5,081-23.1% | $3,470+12.7% |
| Admin fee / account holder | $1,236 | $5,596-77.9% | $13,411-90.8% | $4,888-74.7% |