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 | $41,710 | $209,832-80.1% | $189,513-78.0% | $167,490-75.1% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.95% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,575 | $6,914-77.2% | $6,162-74.4% | $4,837-67.4% |
| Participant deferral / active EE | $4,208 | $8,935-52.9% | $8,221-48.8% | $6,341-33.6% |
| Admin fee / account holder | $438 | $14,293-96.9% | $12,045-96.4% | $12,309-96.4% |