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 | $149,628 | $105,998+41.2% | $92,233+62.2% | $147,584+1.4% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 15.77% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $4,104 | $4,333-5.3% | $3,679+11.6% | $4,876-15.8% |
| Participant deferral / active EE | $3,890 | $4,478-13.1% | $3,897-0.2% | $5,439-28.5% |
| Admin fee / account holder | $4,975 | $6,332-21.4% | $5,194-4.2% | $10,885-54.3% |