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 | $97,603 | $209,832-53.5% | $189,513-48.5% | $167,490-41.7% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 18.38% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,769 | $6,914-74.4% | $6,162-71.3% | $4,837-63.4% |
| Participant deferral / active EE | $4,786 | $8,935-46.4% | $8,221-41.8% | $6,341-24.5% |
| Admin fee / account holder | $9,431 | $14,293-34.0% | $12,045-21.7% | $12,309-23.4% |