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 | $144,786 | $180,749-19.9% | $160,784-9.9% | $137,256+5.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.54% | 2234.46%-2219.9pp | 1803.92%-1789.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $13,717 | $4,155+230.1% | $3,733+267.5% | $4,156+230.1% |
| Participant deferral / active EE | $22,883 | $6,844+234.3% | $6,293+263.6% | $6,407+257.2% |
| Admin fee / account holder | $312 | $10,397-97.0% | $9,717-96.8% | $12,270-97.5% |