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 | $67,986 | $209,832-67.6% | $189,513-64.1% | $167,490-59.4% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 13.41% | 748.27%-734.9pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,905 | $6,914-72.4% | $6,162-69.1% | $4,837-60.6% |
| Participant deferral / active EE | $3,766 | $8,935-57.8% | $8,221-54.2% | $6,341-40.6% |
| Admin fee / account holder | $8,036 | $14,293-43.8% | $12,045-33.3% | $12,309-34.7% |