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 3-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 | $189,070 | $169,032+11.9% | $129,207+46.3% | $145,922+29.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.63% | 14330.11%-14317.5pp | 9417.33%-9404.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $13,208 | $5,537+138.6% | $4,153+218.0% | $4,660+183.5% |
| Participant deferral / active EE | $12,167 | $4,987+143.9% | $4,168+191.9% | $6,688+81.9% |
| Admin fee / account holder | $11,690 | $9,954+17.4% | $7,715+51.5% | $13,397-12.7% |