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 | $106,748 | $106,7490% | $145,433-26.6% | $82,448+29.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 17.93% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,209 | $3,444+22.2% | $4,554-7.6% | $2,551+65.0% |
| Participant deferral / active EE | $8,761 | $6,519+34.4% | $7,897+10.9% | $4,139+111.6% |
| Admin fee / account holder | $1,838 | $8,390-78.1% | $13,129-86.0% | $7,234-74.6% |