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 | $169,032-29.4% | $129,207-7.6% | $145,922-18.2% |
| 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 | $14,442 | $5,537+160.8% | $4,153+247.7% | $4,660+209.9% |
| Participant deferral / active EE | $12,690 | $4,987+154.4% | $4,168+204.5% | $6,688+89.8% |
| Admin fee / account holder | $624 | $9,954-93.7% | $7,715-91.9% | $13,397-95.3% |