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 | $180,438 | $100,852+78.9% | $90,404+99.6% | $158,922+13.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.66% | 1724.20%-1712.5pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $11,041 | $3,689+199.3% | $3,262+238.5% | $4,761+131.9% |
| Participant deferral / active EE | $4,458 | $4,348+2.5% | $3,963+12.5% | $5,982-25.5% |
| Admin fee / account holder | $6,657 | $6,501+2.4% | $5,611+18.6% | $11,246-40.8% |