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 | $82,001 | $102,616-20.1% | $81,9830% | $158,922-48.4% |
| Participation rate | 86.4% | 75.5%+10.8pp | 69.2%+17.1pp | 82.0%+4.4pp |
| Annual return | 15.60% | 61.04%-45.4pp | 41.31%-25.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,731 | $3,240+15.1% | $2,498+49.3% | $4,761-21.6% |
| Participant deferral / active EE | $8,823 | $4,648+89.8% | $3,722+137.1% | $5,982+47.5% |
| Admin fee / account holder | $8,445 | $8,235+2.6% | $5,664+49.1% | $11,246-24.9% |