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 | $216,105 | $209,832+3.0% | $189,513+14.0% | $167,490+29.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.51% | 748.27%-733.8pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $7,589 | $6,914+9.8% | $6,162+23.2% | $4,837+56.9% |
| Participant deferral / active EE | $19,591 | $8,935+119.3% | $8,221+138.3% | $6,341+209.0% |
| Admin fee / account holder | $1,300 | $14,293-90.9% | $12,045-89.2% | $12,309-89.4% |