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 | $72,352 | $102,604-29.5% | $86,188-16.1% | $139,434-48.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.26% | 1922.51%-1902.2pp | 1168.45%-1148.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $12,344 | $3,032+307.1% | $2,380+418.6% | $4,751+159.8% |
| Participant deferral / active EE | $6,880 | $4,676+47.1% | $3,985+72.6% | $6,710+2.5% |
| Admin fee / account holder | $383 | $8,657-95.6% | $6,852-94.4% | $11,403-96.6% |