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 | $80,688 | $80,7170% | $154,803-47.9% | $84,808-4.9% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 15.31% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,378 | $2,761+94.7% | $4,305+24.9% | $2,631+104.4% |
| Participant deferral / active EE | $4,928 | $3,303+49.2% | $5,540-11.1% | $4,212+17.0% |
| Admin fee / account holder | $4,334 | $6,746-35.8% | $14,329-69.8% | $7,344-41.0% |