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 9-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 | $117,795 | $117,8410% | $102,423+15.0% | $145,922-19.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.87% | 31.65%-12.8pp | 29.32%-10.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,114 | $3,615-69.2% | $3,023-63.2% | $4,660-76.1% |
| Participant deferral / active EE | $3,960 | $5,731-30.9% | $5,053-21.6% | $6,688-40.8% |
| Admin fee / account holder | $4,004 | $13,326-70.0% | $9,451-57.6% | $13,397-70.1% |