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 7-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 | $180,161 | $209,832-14.1% | $189,513-4.9% | $167,490+7.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 101.81% | 748.27%-646.5pp | 555.15%-453.3pp | 478.56%-376.7pp |
| Employer contribution / active EE | $3,665 | $6,914-47.0% | $6,162-40.5% | $4,837-24.2% |
| Participant deferral / active EE | $26,304 | $8,935+194.4% | $8,221+220.0% | $6,341+314.8% |
| Admin fee / account holder | $777 | $14,293-94.6% | $12,045-93.6% | $12,309-93.7% |