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 | $32,518 | $180,449-82.0% | $154,107-78.9% | $135,375-76.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | 23.31% | 888.09%-864.8pp | 735.12%-711.8pp | 519.73%-496.4pp |
| Employer contribution / active EE | $1,419 | $6,035-76.5% | $5,298-73.2% | $4,779-70.3% |
| Participant deferral / active EE | $2,373 | $5,806-59.1% | $5,081-53.3% | $5,609-57.7% |
| Admin fee / account holder | $17,575 | $16,143+8.9% | $13,411+31.1% | $10,827+62.3% |