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 9-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 | $77,301 | $102,604-24.7% | $86,188-10.3% | $139,434-44.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.11% | 1922.51%-1910.4pp | 1168.45%-1156.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $7,283 | $3,032+140.2% | $2,380+206.0% | $4,751+53.3% |
| Participant deferral / active EE | $6,328 | $4,676+35.3% | $3,985+58.8% | $6,710-5.7% |
| Admin fee / account holder | $1,577 | $8,657-81.8% | $6,852-77.0% | $11,403-86.2% |