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 5-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 | $105,068 | $80,968+29.8% | $96,544+8.8% | $75,163+39.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 45.58% | 27.06%+18.5pp | 25.84%+19.7pp | 160.62%-115.0pp |
| Employer contribution / active EE | $10,183 | $2,282+346.3% | $2,965+243.4% | $2,670+281.4% |
| Participant deferral / active EE | $11,298 | $3,928+187.6% | $4,851+132.9% | $4,125+173.9% |
| Admin fee / account holder | $1,917 | $6,724-71.5% | $8,252-76.8% | $5,651-66.1% |