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 | $154,375 | $202,318-23.7% | $172,739-10.6% | $152,861+1.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 38.40% | 1029.65%-991.2pp | 802.84%-764.4pp | 345.32%-306.9pp |
| Employer contribution / active EE | $3,927 | $5,856-32.9% | $5,143-23.6% | $4,762-17.5% |
| Participant deferral / active EE | $6,469 | $5,948+8.8% | $5,198+24.5% | $5,850+10.6% |
| Admin fee / account holder | $5,483 | $17,109-68.0% | $13,954-60.7% | $11,596-52.7% |