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 | $59,280 | $176,056-66.3% | $159,436-62.8% | $167,490-64.6% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 33.35% | 331.75%-298.4pp | 263.57%-230.2pp | 478.56%-445.2pp |
| Employer contribution / active EE | $3,843 | $5,297-27.4% | $4,829-20.4% | $4,837-20.5% |
| Participant deferral / active EE | $9,853 | $7,750+27.1% | $7,352+34.0% | $6,341+55.4% |
| Admin fee / account holder | $2,329 | $12,554-81.5% | $10,799-78.4% | $12,309-81.1% |