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 | $37,286 | $209,832-82.2% | $189,513-80.3% | $167,490-77.7% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 9.46% | 748.27%-738.8pp | 555.15%-545.7pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,627 | $6,914-76.5% | $6,162-73.6% | $4,837-66.4% |
| Participant deferral / active EE | $4,050 | $8,935-54.7% | $8,221-50.7% | $6,341-36.1% |
| Admin fee / account holder | $11,229 | $14,293-21.4% | $12,045-6.8% | $12,309-8.8% |