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 | $203,459 | $185,822+9.5% | $169,993+19.7% | $139,434+45.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 54.13% | 60.50%-6.4pp | 53.37%+0.8pp | 372.94%-318.8pp |
| Employer contribution / active EE | $24,177 | $7,590+218.5% | $6,785+256.3% | $4,751+408.9% |
| Participant deferral / active EE | $17,902 | $11,622+54.0% | $10,408+72.0% | $6,710+166.8% |
| Admin fee / account holder | $530 | $15,381-96.6% | $12,815-95.9% | $11,403-95.4% |