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 | $97,132 | $97,1250% | $86,233+12.6% | $137,256-29.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 15.32% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,484 | $2,841+57.8% | $2,504+79.0% | $4,156+7.9% |
| Participant deferral / active EE | $9,915 | $5,180+91.4% | $4,559+117.5% | $6,407+54.8% |
| Admin fee / account holder | $16,254 | $9,725+67.1% | $8,342+94.8% | $12,270+32.5% |