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 | $155,458 | $185,822-16.3% | $169,993-8.6% | $139,434+11.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.36% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $35,957 | $7,590+373.7% | $6,785+429.9% | $4,751+656.9% |
| Participant deferral / active EE | $24,844 | $11,622+113.8% | $10,408+138.7% | $6,710+270.2% |
| Admin fee / account holder | $1,047 | $15,381-93.2% | $12,815-91.8% | $11,403-90.8% |