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 | $140,797 | $180,749-22.1% | $160,784-12.4% | $137,256+2.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.09% | 2234.46%-2216.4pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,385 | $4,155+5.5% | $3,733+17.5% | $4,156+5.5% |
| Participant deferral / active EE | $11,811 | $6,844+72.6% | $6,293+87.7% | $6,407+84.3% |
| Admin fee / account holder | $38,838 | $10,397+273.6% | $9,717+299.7% | $12,270+216.5% |