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 | $179,492 | $169,032+6.2% | $129,207+38.9% | $145,922+23.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14330.11%-14318.9pp | 9417.33%-9406.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $11,684 | $5,537+111.0% | $4,153+181.3% | $4,660+150.8% |
| Participant deferral / active EE | $25,500 | $4,987+411.3% | $4,168+511.9% | $6,688+281.3% |
| Admin fee / account holder | $3,584 | $9,954-64.0% | $7,715-53.5% | $13,397-73.2% |