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 | $67,632 | $67,6060% | $82,313-17.8% | $70,131-3.6% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 17.37% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $5,178 | $1,755+195.1% | $2,428+113.2% | $2,342+121.1% |
| Participant deferral / active EE | $6,292 | $2,987+110.6% | $3,706+69.8% | $3,332+88.8% |
| Admin fee / account holder | $635 | $4,512-85.9% | $5,608-88.7% | $4,645-86.3% |