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 9-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 | $139,728 | $72,400+93.0% | $67,502+107.0% | $145,922-4.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 7182.46%-7164.9pp | 3512.12%-3494.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $9,509 | $3,069+209.8% | $2,731+248.2% | $4,660+104.1% |
| Participant deferral / active EE | $3,674 | $4,783-23.2% | $4,000-8.1% | $6,688-45.1% |
| Admin fee / account holder | $406 | $5,539-92.7% | $3,998-89.9% | $13,397-97.0% |