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 | $81,425 | $81,4600% | $103,333-21.2% | $80,856+0.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.07% | 25.55%-6.5pp | 24.88%-5.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $3,633 | $3,105+17.0% | $3,868-6.1% | $2,755+31.9% |
| Participant deferral / active EE | $7,538 | $3,869+94.9% | $5,057+49.1% | $4,296+75.5% |
| Admin fee / account holder | $4,403 | $6,566-32.9% | $8,355-47.3% | $6,918-36.4% |