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 | $98,746 | $98,7500% | $149,696-34.0% | $79,858+23.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,476 | $3,216-54.1% | $4,644-68.2% | $2,471-40.3% |
| Participant deferral / active EE | $4,259 | $5,680-25.0% | $6,842-37.8% | $3,740+13.9% |
| Admin fee / account holder | $842 | $6,053-86.1% | $9,309-91.0% | $5,306-84.1% |