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 | $247,210 | $180,749+36.8% | $160,784+53.8% | $137,256+80.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 31.61% | 2234.46%-2202.9pp | 1803.92%-1772.3pp | 220.34%-188.7pp |
| Employer contribution / active EE | $3,122 | $4,155-24.9% | $3,733-16.4% | $4,156-24.9% |
| Participant deferral / active EE | $9,202 | $6,844+34.4% | $6,293+46.2% | $6,407+43.6% |
| Admin fee / account holder | $1,812 | $10,397-82.6% | $9,717-81.4% | $12,270-85.2% |