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 | $127,113 | $127,0650% | $113,168+12.3% | $142,382-10.7% |
| Participation rate | 70.8% | 79.2%-8.4pp | 76.6%-5.7pp | 80.1%-9.3pp |
| Annual return | 12.33% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,046 | $3,442-69.6% | $2,975-64.8% | $4,299-75.7% |
| Participant deferral / active EE | $4,224 | $5,716-26.1% | $5,107-17.3% | $6,507-35.1% |
| Admin fee / account holder | $5,922 | $15,736-62.4% | $12,068-50.9% | $12,624-53.1% |