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 | $62,234 | $180,749-65.6% | $160,784-61.3% | $137,256-54.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.37% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,958 | $4,155+19.3% | $3,733+32.8% | $4,156+19.3% |
| Participant deferral / active EE | $4,675 | $6,844-31.7% | $6,293-25.7% | $6,407-27.0% |
| Admin fee / account holder | $26,368 | $10,397+153.6% | $9,717+171.4% | $12,270+114.9% |