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 | $92,924 | $107,334-13.4% | $92,8930% | $152,861-39.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 23.02% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,168 | $4,221-72.3% | $3,653-68.0% | $4,762-75.5% |
| Participant deferral / active EE | $2,793 | $4,845-42.3% | $4,236-34.1% | $5,850-52.3% |
| Admin fee / account holder | $1,721 | $7,079-75.7% | $5,794-70.3% | $11,596-85.2% |