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 | $118,444 | $209,832-43.6% | $189,513-37.5% | $167,490-29.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 22.79% | 748.27%-725.5pp | 555.15%-532.4pp | 478.56%-455.8pp |
| Employer contribution / active EE | $5,352 | $6,914-22.6% | $6,162-13.1% | $4,837+10.6% |
| Participant deferral / active EE | $9,038 | $8,935+1.2% | $8,221+9.9% | $6,341+42.5% |
| Admin fee / account holder | $1,773 | $14,293-87.6% | $12,045-85.3% | $12,309-85.6% |