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 | $154,800 | $104,907+47.6% | $84,611+83.0% | $152,861+1.3% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 28.53% | 373.79%-345.3pp | 258.74%-230.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $15,116 | $3,302+357.8% | $2,652+469.9% | $4,762+217.4% |
| Participant deferral / active EE | $5,968 | $4,688+27.3% | $3,899+53.1% | $5,850+2.0% |
| Admin fee / account holder | $5,923 | $6,241-5.1% | $4,912+20.6% | $11,596-48.9% |