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 6-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 | $86,363 | $209,832-58.8% | $189,513-54.4% | $167,490-48.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.78% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $11,880 | $6,914+71.8% | $6,162+92.8% | $4,837+145.6% |
| Participant deferral / active EE | $9,292 | $8,935+4.0% | $8,221+13.0% | $6,341+46.5% |
| Admin fee / account holder | $224,419 | $14,293+1470.1% | $12,045+1763.2% | $12,309+1723.2% |