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 9-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 | $61,805 | $100,852-38.7% | $90,404-31.6% | $158,922-61.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 30.40% | 1724.20%-1693.8pp | 1293.02%-1262.6pp | 302.83%-272.4pp |
| Employer contribution / active EE | $7,452 | $3,689+102.0% | $3,262+128.5% | $4,761+56.5% |
| Participant deferral / active EE | $16,450 | $4,348+278.4% | $3,963+315.1% | $5,982+175.0% |
| Admin fee / account holder | $872 | $6,501-86.6% | $5,611-84.5% | $11,246-92.2% |