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 | $30,904 | $180,449-82.9% | $154,107-79.9% | $135,375-77.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 9.74% | 888.09%-878.4pp | 735.12%-725.4pp | 519.73%-510.0pp |
| Employer contribution / active EE | $1,327 | $6,035-78.0% | $5,298-75.0% | $4,779-72.2% |
| Participant deferral / active EE | $3,387 | $5,806-41.7% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $2,129 | $16,143-86.8% | $13,411-84.1% | $10,827-80.3% |