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 8-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 | $207,292 | $209,832-1.2% | $189,513+9.4% | $167,490+23.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.75% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $14,268 | $6,914+106.4% | $6,162+131.6% | $4,837+194.9% |
| Participant deferral / active EE | $9,433 | $8,935+5.6% | $8,221+14.7% | $6,341+48.8% |
| Admin fee / account holder | $21,695 | $14,293+51.8% | $12,045+80.1% | $12,309+76.2% |