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 | $121,713 | $121,7190% | $210,053-42.1% | $116,462+4.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.8%+19.2pp | 74.7%+25.3pp |
| Annual return | 14.37% | 14.29%+0.1pp | 232.76%-218.4pp | 15.65%-1.3pp |
| Employer contribution / active EE | $2,343 | $2,386-1.8% | $4,521-48.2% | $3,231-27.5% |
| Participant deferral / active EE | $4,021 | $3,917+2.7% | $4,238-5.1% | $3,836+4.8% |
| Admin fee / account holder | $2,758 | $13,730-79.9% | $16,990-83.8% | $12,754-78.4% |