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 4-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 | $199,609 | $185,822+7.4% | $169,993+17.4% | $139,434+43.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.74% | 60.50%-44.8pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $34,738 | $7,590+357.7% | $6,785+412.0% | $4,751+631.2% |
| Participant deferral / active EE | $22,500 | $11,622+93.6% | $10,408+116.2% | $6,710+235.3% |
| Admin fee / account holder | $557 | $15,381-96.4% | $12,815-95.7% | $11,403-95.1% |