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 | $86,266 | $86,2860% | $111,297-22.5% | $85,850+0.5% |
| Participation rate | 85.0% | 73.3%+11.7pp | 77.3%+7.7pp | 69.3%+15.7pp |
| Annual return | 17.52% | 19.99%-2.5pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,074 | $2,043+1.5% | $2,731-24.1% | $2,565-19.1% |
| Participant deferral / active EE | $5,353 | $3,641+47.0% | $4,487+19.3% | $3,952+35.5% |
| Admin fee / account holder | $6,567 | $8,188-19.8% | $7,964-17.5% | $6,260+4.9% |