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 | $99,343 | $72,071+37.8% | $68,368+45.3% | $137,256-27.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.69% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,463 | $2,788+131.8% | $2,649+144.0% | $4,156+55.5% |
| Participant deferral / active EE | $4,554 | $4,410+3.3% | $4,123+10.5% | $6,407-28.9% |
| Admin fee / account holder | $10,461 | $5,336+96.1% | $5,150+103.1% | $12,270-14.7% |