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 | $178,940 | $180,749-1.0% | $160,784+11.3% | $137,256+30.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.36% | 2234.46%-2219.1pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $13,753 | $4,155+231.0% | $3,733+268.4% | $4,156+230.9% |
| Participant deferral / active EE | $12,200 | $6,844+78.3% | $6,293+93.9% | $6,407+90.4% |
| Admin fee / account holder | $1,410 | $10,397-86.4% | $9,717-85.5% | $12,270-88.5% |