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 | $75,879 | $96,484-21.4% | $75,8860% | $152,861-50.4% |
| Participation rate | 85.0% | 76.2%+8.8pp | 69.3%+15.7pp | 82.4%+2.6pp |
| Annual return | 19.99% | 33.98%-14.0pp | 30.76%-10.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,591 | $3,309+8.5% | $2,500+43.6% | $4,762-24.6% |
| Participant deferral / active EE | $9,644 | $4,553+111.8% | $3,603+167.7% | $5,850+64.9% |
| Admin fee / account holder | $7,097 | $8,078-12.1% | $5,418+31.0% | $11,596-38.8% |