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 | $45,265 | $209,832-78.4% | $189,513-76.1% | $167,490-73.0% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 14.93% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,728 | $6,914-60.5% | $6,162-55.7% | $4,837-43.6% |
| Participant deferral / active EE | $4,802 | $8,935-46.3% | $8,221-41.6% | $6,341-24.3% |
| Admin fee / account holder | $2,066 | $14,293-85.5% | $12,045-82.8% | $12,309-83.2% |