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 5-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 | $67,345 | $158,398-57.5% | $126,539-46.8% | $142,382-52.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 32.85% | 593.76%-560.9pp | 425.95%-393.1pp | 217.08%-184.2pp |
| Employer contribution / active EE | $1,113 | $4,650-76.1% | $3,674-69.7% | $4,299-74.1% |
| Participant deferral / active EE | $1,838 | $4,767-61.4% | $4,083-55.0% | $6,507-71.8% |
| Admin fee / account holder | $15,688 | $6,918+126.8% | $6,065+158.7% | $12,624+24.3% |