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 | $54,758 | $209,832-73.9% | $189,513-71.1% | $167,490-67.3% |
| Participation rate | 91.3% | 88.7%+2.6pp | 87.8%+3.5pp | 82.1%+9.2pp |
| Annual return | 17.02% | 748.27%-731.3pp | 555.15%-538.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $5,859 | $6,914-15.3% | $6,162-4.9% | $4,837+21.1% |
| Participant deferral / active EE | $9,664 | $8,935+8.2% | $8,221+17.6% | $6,341+52.4% |
| Admin fee / account holder | $15,466 | $14,293+8.2% | $12,045+28.4% | $12,309+25.6% |