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 6-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 | $86,828 | $142,344-39.0% | $119,609-27.4% | $134,475-35.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1819.79% | -12.44%+1832.2pp | -14.97%+1834.8pp | 417.96%+1401.8pp |
| Employer contribution / active EE | $6,693 | $5,222+28.2% | $4,232+58.1% | $4,740+41.2% |
| Participant deferral / active EE | $5,041 | $6,469-22.1% | $5,602-10.0% | $6,400-21.2% |
| Admin fee / account holder | $1,328 | $13,584-90.2% | $10,323-87.1% | $11,426-88.4% |