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 4-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 | $136,596 | $169,032-19.2% | $129,207+5.7% | $145,922-6.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.65% | 14330.11%-14318.5pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $33,034 | $5,537+496.7% | $4,153+695.4% | $4,660+609.0% |
| Participant deferral / active EE | $25,500 | $4,987+411.3% | $4,168+511.9% | $6,688+281.3% |
| Admin fee / account holder | $447 | $9,954-95.5% | $7,715-94.2% | $13,397-96.7% |