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 | $117,549 | $180,749-35.0% | $160,784-26.9% | $137,256-14.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 17.53% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,557 | $4,155+9.7% | $3,733+22.1% | $4,156+9.7% |
| Participant deferral / active EE | $10,101 | $6,844+47.6% | $6,293+60.5% | $6,407+57.7% |
| Admin fee / account holder | $313 | $10,397-97.0% | $9,717-96.8% | $12,270-97.5% |