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 | $95,977 | $100,852-4.8% | $90,404+6.2% | $158,922-39.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.97% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $11,762 | $3,689+218.9% | $3,262+260.6% | $4,761+147.0% |
| Participant deferral / active EE | $9,100 | $4,348+109.3% | $3,963+129.6% | $5,982+52.1% |
| Admin fee / account holder | $5,495 | $6,501-15.5% | $5,611-2.1% | $11,246-51.1% |