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 8-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 | $139,159 | $102,604+35.6% | $86,188+61.5% | $139,434-0.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.66% | 1922.51%-1906.9pp | 1168.45%-1152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $14,353 | $3,032+373.3% | $2,380+503.0% | $4,751+202.1% |
| Participant deferral / active EE | $7,059 | $4,676+51.0% | $3,985+77.1% | $6,710+5.2% |
| Admin fee / account holder | $2,436 | $8,657-71.9% | $6,852-64.5% | $11,403-78.6% |