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 | $43,544 | $150,440-71.1% | $136,294-68.1% | $147,584-70.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.27% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,695+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $6,833 | $6,630+3.1% | $6,247+9.4% | $5,439+25.6% |
| Admin fee / account holder | $414 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |