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 | $130,802 | $169,032-22.6% | $129,207+1.2% | $145,922-10.4% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 11.99% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $23,015 | $5,537+315.7% | $4,153+454.2% | $4,660+393.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,374 | $9,954-86.2% | $7,715-82.2% | $13,397-89.7% |