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 | $116,546 | $100,852+15.6% | $90,404+28.9% | $158,922-26.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.18% | 1724.20%-1716.0pp | 1293.02%-1284.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $11,817 | $3,689+220.4% | $3,262+262.3% | $4,761+148.2% |
| Participant deferral / active EE | $6,970 | $4,348+60.3% | $3,963+75.9% | $5,982+16.5% |
| Admin fee / account holder | $3,497 | $6,501-46.2% | $5,611-37.7% | $11,246-68.9% |