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 10-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 | $223,095 | $169,032+32.0% | $129,207+72.7% | $145,922+52.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.37% | 14330.11%-14315.7pp | 9417.33%-9403.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $7,189 | $5,537+29.8% | $4,153+73.1% | $4,660+54.3% |
| Participant deferral / active EE | $9,096 | $4,987+82.4% | $4,168+118.3% | $6,688+36.0% |
| Admin fee / account holder | $1,899 | $9,954-80.9% | $7,715-75.4% | $13,397-85.8% |