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 | $94,954 | $209,832-54.7% | $189,513-49.9% | $167,490-43.3% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 10.97% | 748.27%-737.3pp | 555.15%-544.2pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,190 | $6,914-68.3% | $6,162-64.5% | $4,837-54.7% |
| Participant deferral / active EE | $4,085 | $8,935-54.3% | $8,221-50.3% | $6,341-35.6% |
| Admin fee / account holder | $3,667 | $14,293-74.3% | $12,045-69.6% | $12,309-70.2% |