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 | $107,523 | $89,753+19.8% | $107,5250% | $84,808+26.8% |
| Participation rate | 74.6% | 68.1%+6.6pp | 75.1%-0.4pp | 68.3%+6.3pp |
| Annual return | 13.82% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,251 | $3,113-27.7% | $3,754-40.0% | $2,631-14.4% |
| Participant deferral / active EE | $5,029 | $4,056+24.0% | $5,116-1.7% | $4,212+19.4% |
| Admin fee / account holder | $12,308 | $7,222+70.4% | $8,919+38.0% | $7,344+67.6% |