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 7-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 | $171,478 | $100,852+70.0% | $90,404+89.7% | $158,922+7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.42% | 1724.20%-1690.8pp | 1293.02%-1259.6pp | 302.83%-269.4pp |
| Employer contribution / active EE | $1,875 | $3,689-49.2% | $3,262-42.5% | $4,761-60.6% |
| Participant deferral / active EE | $11,762 | $4,348+170.5% | $3,963+196.8% | $5,982+96.6% |
| Admin fee / account holder | $1,610 | $6,501-75.2% | $5,611-71.3% | $11,246-85.7% |