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 | $113,339 | $113,3390% | $94,993+19.3% | $147,584-23.2% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 23.95% | 20.77%+3.2pp | 27.12%-3.2pp | 578.55%-554.6pp |
| Employer contribution / active EE | $9,156 | $3,160+189.7% | $2,603+251.7% | $4,876+87.8% |
| Participant deferral / active EE | $4,750 | $3,777+25.8% | $3,317+43.2% | $5,439-12.7% |
| Admin fee / account holder | $635 | $6,063-89.5% | $4,960-87.2% | $10,885-94.2% |