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 | $82,417 | $23,330+253.3% | $64,489+27.8% | $82,4480% |
| Participation rate | 89.3% | 68.3%+21.0pp | 67.7%+21.6pp | 68.1%+21.2pp |
| Annual return | 18.05% | 83.66%-65.6pp | 55.03%-37.0pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,566 | $824+211.3% | $1,523+68.5% | $2,551+0.6% |
| Participant deferral / active EE | $3,348 | $1,707+96.1% | $2,778+20.5% | $4,139-19.1% |
| Admin fee / account holder | $2,540 | $2,946-13.8% | $4,260-40.4% | $7,234-64.9% |