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 | $36,768 | $135,635-72.9% | $110,238-66.6% | $135,375-72.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 7.48% | 513.19%-505.7pp | 314.74%-307.3pp | 519.73%-512.3pp |
| Employer contribution / active EE | $1,596 | $4,906-67.5% | $3,826-58.3% | $4,779-66.6% |
| Participant deferral / active EE | $3,813 | $5,506-30.8% | $4,672-18.4% | $5,609-32.0% |
| Admin fee / account holder | $11,799 | $11,457+3.0% | $8,547+38.0% | $10,827+9.0% |