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 | $218,580 | $180,749+20.9% | $160,784+35.9% | $137,256+59.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.85% | 2234.46%-2217.6pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $11,864 | $4,155+185.5% | $3,733+217.8% | $4,156+185.5% |
| Participant deferral / active EE | $36,500 | $6,844+433.3% | $6,293+480.0% | $6,407+469.7% |
| Admin fee / account holder | $1,451 | $10,397-86.0% | $9,717-85.1% | $12,270-88.2% |