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 | $128,286 | $209,832-38.9% | $189,513-32.3% | $167,490-23.4% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 13.04% | 748.27%-735.2pp | 555.15%-542.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,244 | $6,914-67.5% | $6,162-63.6% | $4,837-53.6% |
| Participant deferral / active EE | $5,133 | $8,935-42.5% | $8,221-37.6% | $6,341-19.1% |
| Admin fee / account holder | $1,221 | $14,293-91.5% | $12,045-89.9% | $12,309-90.1% |