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 10-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 | $150,492 | $109,817+37.0% | $98,442+52.9% | $167,490-10.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.27% | 1956.69%-1940.4pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $5,562 | $3,224+72.5% | $2,960+87.9% | $4,837+15.0% |
| Participant deferral / active EE | $14,599 | $4,673+212.4% | $4,276+241.4% | $6,341+130.2% |
| Admin fee / account holder | $6,412 | $6,753-5.0% | $5,949+7.8% | $12,309-47.9% |