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 | $139,664 | $169,032-17.4% | $129,207+8.1% | $145,922-4.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.03% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $8,255 | $5,537+49.1% | $4,153+98.8% | $4,660+77.2% |
| Participant deferral / active EE | $10,867 | $4,987+117.9% | $4,168+160.7% | $6,688+62.5% |
| Admin fee / account holder | $883 | $9,954-91.1% | $7,715-88.6% | $13,397-93.4% |