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 6-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 | $97,267 | $109,982-11.6% | $97,2260% | $145,922-33.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 10.65% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $843 | $3,084-72.6% | $2,729-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $2,989 | $4,676-36.1% | $4,264-29.9% | $6,688-55.3% |
| Admin fee / account holder | $10,458 | $6,221+68.1% | $5,654+85.0% | $13,397-21.9% |