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 10-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 | $225,218 | $209,832+7.3% | $189,513+18.8% | $167,490+34.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.30% | 748.27%-733.0pp | 555.15%-539.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $6,784 | $6,914-1.9% | $6,162+10.1% | $4,837+40.2% |
| Participant deferral / active EE | $8,316 | $8,935-6.9% | $8,221+1.2% | $6,341+31.1% |
| Admin fee / account holder | $9,068 | $14,293-36.6% | $12,045-24.7% | $12,309-26.3% |