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 7-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 | $41,310 | $209,832-80.3% | $189,513-78.2% | $167,490-75.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 15.82% | 748.27%-732.5pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,287 | $6,914-66.9% | $6,162-62.9% | $4,837-52.7% |
| Participant deferral / active EE | $6,158 | $8,935-31.1% | $8,221-25.1% | $6,341-2.9% |
| Admin fee / account holder | $782 | $14,293-94.5% | $12,045-93.5% | $12,309-93.6% |