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 | $54,769 | $54,7620% | $90,281-39.3% | $72,985-25.0% |
| Participation rate | 73.8% | 65.1%+8.7pp | 73.3%+0.5pp | 69.5%+4.3pp |
| Annual return | 23.94% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,467 | $2,092+17.9% | $2,854-13.6% | $2,440+1.1% |
| Participant deferral / active EE | $4,609 | $2,887+59.6% | $3,885+18.6% | $3,607+27.8% |
| Admin fee / account holder | $991 | $3,972-75.0% | $5,351-81.5% | $5,124-80.7% |