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 | $39,254 | $102,317-61.6% | $146,958-73.3% | $80,856-51.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 30.32% | 134.76%-104.4pp | 418.34%-388.0pp | 35.59%-5.3pp |
| Employer contribution / active EE | $3,485 | $3,713-6.1% | $4,933-29.4% | $2,755+26.5% |
| Participant deferral / active EE | $8,197 | $6,644+23.4% | $8,070+1.6% | $4,296+90.8% |
| Admin fee / account holder | $1,430 | $7,941-82.0% | $12,998-89.0% | $6,918-79.3% |