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 | $51,268 | $209,832-75.6% | $189,513-72.9% | $167,490-69.4% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 9.88% | 748.27%-738.4pp | 555.15%-545.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,999 | $6,914-56.6% | $6,162-51.3% | $4,837-38.0% |
| Participant deferral / active EE | $5,131 | $8,935-42.6% | $8,221-37.6% | $6,341-19.1% |
| Admin fee / account holder | $24,502 | $14,293+71.4% | $12,045+103.4% | $12,309+99.1% |