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 | $72,988 | $82,882-11.9% | $127,761-42.9% | $72,9850% |
| Participation rate | 89.9% | 71.5%+18.4pp | 79.0%+10.9pp | 69.5%+20.4pp |
| Annual return | 38.65% | 32.20%+6.4pp | 26.14%+12.5pp | 81.00%-42.4pp |
| Employer contribution / active EE | $995 | $3,346-70.3% | $4,574-78.2% | $2,440-59.2% |
| Participant deferral / active EE | $6,396 | $4,791+33.5% | $6,021+6.2% | $3,607+77.3% |
| Admin fee / account holder | $6,043 | $6,487-6.9% | $9,395-35.7% | $5,124+17.9% |