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 | $185,815 | $228,332-18.6% | $185,8230% | $158,922+16.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 11.49% | 40.80%-29.3pp | 35.95%-24.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,654 | $4,967-46.6% | $4,087-35.1% | $4,761-44.3% |
| Participant deferral / active EE | $6,054 | $6,415-5.6% | $5,632+7.5% | $5,982+1.2% |
| Admin fee / account holder | $9,093 | $11,864-23.4% | $9,500-4.3% | $11,246-19.1% |