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 | $71,192 | $209,832-66.1% | $189,513-62.4% | $167,490-57.5% |
| Participation rate | 84.2% | 88.7%-4.5pp | 87.8%-3.6pp | 82.1%+2.1pp |
| Annual return | 13.52% | 748.27%-734.8pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,890 | $6,914-72.7% | $6,162-69.3% | $4,837-60.9% |
| Participant deferral / active EE | $5,502 | $8,935-38.4% | $8,221-33.1% | $6,341-13.2% |
| Admin fee / account holder | $1,217 | $14,293-91.5% | $12,045-89.9% | $12,309-90.1% |