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 3-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 | $141,250 | $74,888+88.6% | $71,209+98.4% | $142,382-0.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.02% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,151 | $2,854+45.4% | $2,721+52.6% | $4,299-3.4% |
| Participant deferral / active EE | $8,302 | $4,454+86.4% | $4,175+98.9% | $6,507+27.6% |
| Admin fee / account holder | $481 | $5,568-91.4% | $5,349-91.0% | $12,624-96.2% |