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 | $91,510 | $91,5380% | $129,995-29.6% | $75,163+21.7% |
| Participation rate | 75.6% | 71.4%+4.2pp | 78.5%-2.9pp | 67.2%+8.4pp |
| Annual return | 14.66% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $972 | $2,845-65.9% | $4,320-77.5% | $2,670-63.6% |
| Participant deferral / active EE | $4,186 | $4,341-3.6% | $5,820-28.1% | $4,125+1.5% |
| Admin fee / account holder | $10,815 | $6,790+59.3% | $10,614+1.9% | $5,651+91.4% |