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 | $100,006 | $99,9850% | $146,665-31.8% | $85,850+16.5% |
| Participation rate | 91.2% | 73.1%+18.1pp | 80.1%+11.1pp | 69.3%+21.9pp |
| Annual return | 23.43% | 18.93%+4.5pp | 22.74%+0.7pp | 318.53%-295.1pp |
| Employer contribution / active EE | $9,274 | $2,559+262.5% | $4,136+124.2% | $2,565+261.5% |
| Participant deferral / active EE | $2,807 | $4,006-29.9% | $5,506-49.0% | $3,952-29.0% |
| Admin fee / account holder | $7,744 | $7,702+0.5% | $10,280-24.7% | $6,260+23.7% |