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 | $116,635 | $102,604+13.7% | $86,188+35.3% | $139,434-16.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.65% | 1922.51%-1897.9pp | 1168.45%-1143.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $6,823 | $3,032+125.0% | $2,380+186.7% | $4,751+43.6% |
| Participant deferral / active EE | $11,021 | $4,676+135.7% | $3,985+176.5% | $6,710+64.2% |
| Admin fee / account holder | $1,928 | $8,657-77.7% | $6,852-71.9% | $11,403-83.1% |