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 | $89,352 | $89,3550% | $141,162-36.7% | $72,985+22.4% |
| Participation rate | 89.1% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 27.34% | 111.85%-84.5pp | 71.39%-44.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,406 | $3,114-22.7% | $4,735-49.2% | $2,440-1.4% |
| Participant deferral / active EE | $5,936 | $5,418+9.6% | $6,709-11.5% | $3,607+64.6% |
| Admin fee / account holder | $2,715 | $5,958-54.4% | $10,261-73.5% | $5,124-47.0% |