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 | $248,589 | $169,032+47.1% | $129,207+92.4% | $145,922+70.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.43% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,115 | $5,537+10.4% | $4,153+47.2% | $4,660+31.2% |
| Participant deferral / active EE | $12,839 | $4,987+157.4% | $4,168+208.1% | $6,688+92.0% |
| Admin fee / account holder | $656 | $9,954-93.4% | $7,715-91.5% | $13,397-95.1% |