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 | $129,911 | $102,604+26.6% | $86,188+50.7% | $139,434-6.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.19% | 1922.51%-1908.3pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $13,724 | $3,032+352.6% | $2,380+476.6% | $4,751+188.9% |
| Participant deferral / active EE | $24,083 | $4,676+415.1% | $3,985+504.3% | $6,710+258.9% |
| Admin fee / account holder | $1,056 | $8,657-87.8% | $6,852-84.6% | $11,403-90.7% |