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 | $119,350 | $169,161-29.4% | $129,295-7.7% | $145,959-18.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.65% | 14348.07%-14336.4pp | 9429.28%-9417.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $14,442 | $5,543+160.5% | $4,157+247.4% | $4,661+209.9% |
| Participant deferral / active EE | $12,690 | $4,989+154.3% | $4,169+204.4% | $6,689+89.7% |
| Admin fee / account holder | $624 | $9,878-93.7% | $7,665-91.9% | $13,398-95.3% |