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 7-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 | $204,294 | $159,901+27.8% | $146,958+39.0% | $145,922+40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,726 | $5,286+46.2% | $4,933+56.6% | $4,660+65.8% |
| Participant deferral / active EE | $15,029 | $8,428+78.3% | $8,070+86.2% | $6,688+124.7% |
| Admin fee / account holder | $1,239 | $15,044-91.8% | $12,998-90.5% | $13,397-90.7% |