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 3-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 | $231,544 | $169,032+37.0% | $129,207+79.2% | $145,922+58.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.71% | 14330.11%-14318.4pp | 9417.33%-9405.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $6,354 | $5,537+14.8% | $4,153+53.0% | $4,660+36.4% |
| Participant deferral / active EE | $20,962 | $4,987+320.3% | $4,168+403.0% | $6,688+213.4% |
| Admin fee / account holder | $2,233 | $9,954-77.6% | $7,715-71.1% | $13,397-83.3% |