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 | $73,792 | $209,832-64.8% | $189,513-61.1% | $167,490-55.9% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 10.48% | 748.27%-737.8pp | 555.15%-544.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,469 | $6,914-49.8% | $6,162-43.7% | $4,837-28.3% |
| Participant deferral / active EE | $8,462 | $8,935-5.3% | $8,221+2.9% | $6,341+33.4% |
| Admin fee / account holder | $471 | $14,293-96.7% | $12,045-96.1% | $12,309-96.2% |