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 | $42,953 | $209,832-79.5% | $189,513-77.3% | $167,490-74.4% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 10.56% | 748.27%-737.7pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,137 | $6,914-69.1% | $6,162-65.3% | $4,837-55.8% |
| Participant deferral / active EE | $3,535 | $8,935-60.4% | $8,221-57.0% | $6,341-44.3% |
| Admin fee / account holder | $7,201 | $14,293-49.6% | $12,045-40.2% | $12,309-41.5% |