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 | $86,286 | $109,817-21.4% | $98,442-12.3% | $167,490-48.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 160.28% | 1956.69%-1796.4pp | 1492.73%-1332.4pp | 478.56%-318.3pp |
| Employer contribution / active EE | $5,272 | $3,224+63.5% | $2,960+78.1% | $4,837+9.0% |
| Participant deferral / active EE | $8,875 | $4,673+89.9% | $4,276+107.5% | $6,341+40.0% |
| Admin fee / account holder | $323 | $6,753-95.2% | $5,949-94.6% | $12,309-97.4% |