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 6-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 | $226,327 | $209,832+7.9% | $189,513+19.4% | $167,490+35.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.82% | 748.27%-731.5pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $5,660 | $6,914-18.1% | $6,162-8.1% | $4,837+17.0% |
| Participant deferral / active EE | $16,389 | $8,935+83.4% | $8,221+99.4% | $6,341+158.5% |
| Admin fee / account holder | $1,116 | $14,293-92.2% | $12,045-90.7% | $12,309-90.9% |