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 | $132,181 | $102,604+28.8% | $86,188+53.4% | $139,434-5.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.61% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,967 | $3,032+129.8% | $2,380+192.7% | $4,751+46.6% |
| Participant deferral / active EE | $25,500 | $4,676+445.4% | $3,985+539.8% | $6,710+280.0% |
| Admin fee / account holder | $944 | $8,657-89.1% | $6,852-86.2% | $11,403-91.7% |