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 | $176,339 | $101,618+73.5% | $93,063+89.5% | $137,256+28.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.19% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $13,592 | $2,707+402.1% | $2,476+448.9% | $4,156+227.0% |
| Participant deferral / active EE | $11,832 | $4,279+176.5% | $3,958+198.9% | $6,407+84.7% |
| Admin fee / account holder | $854 | $6,198-86.2% | $6,033-85.9% | $12,270-93.0% |