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 | $63,948 | $63,9240% | $108,579-41.1% | $55,167+15.9% |
| Participation rate | 91.0% | 74.3%+16.6pp | 79.6%+11.4pp | 69.0%+22.0pp |
| Annual return | 49.18% | 15.31%+33.9pp | -51.70%+100.9pp | 169.23%-120.0pp |
| Employer contribution / active EE | $6,074 | $1,879+223.2% | $3,758+61.6% | $1,963+209.5% |
| Participant deferral / active EE | $5,636 | $3,067+83.8% | $4,311+30.7% | $3,054+84.5% |
| Admin fee / account holder | $3,712 | $618+501.0% | $7,645-51.4% | $504+636.7% |