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 6-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 | $80,638 | $68,097+18.4% | $62,929+28.1% | $137,256-41.3% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 20.91% | 1859.11%-1838.2pp | 1063.93%-1043.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,002 | $2,811-28.8% | $2,505-20.1% | $4,156-51.8% |
| Participant deferral / active EE | $10,116 | $4,553+122.2% | $3,888+160.2% | $6,407+57.9% |
| Admin fee / account holder | $735 | $6,521-88.7% | $5,065-85.5% | $12,270-94.0% |