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 | $116,244 | $102,604+13.3% | $86,188+34.9% | $139,434-16.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1922.51%-1909.1pp | 1168.45%-1155.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,087 | $3,032-31.2% | $2,380-12.3% | $4,751-56.1% |
| Participant deferral / active EE | $2,332 | $4,676-50.1% | $3,985-41.5% | $6,710-65.3% |
| Admin fee / account holder | $1,600 | $8,657-81.5% | $6,852-76.7% | $11,403-86.0% |