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 | $40,846 | $160,055-74.5% | $140,016-70.8% | $135,375-69.8% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | 6.21% | 911.38%-905.2pp | 651.12%-644.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $3,979 | $6,420-38.0% | $5,606-29.0% | $4,779-16.7% |
| Participant deferral / active EE | $6,121 | $7,642-19.9% | $6,927-11.6% | $5,609+9.1% |
| Admin fee / account holder | $4,782 | $13,328-64.1% | $10,705-55.3% | $10,827-55.8% |