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 | $84,919 | $209,336-59.4% | $197,124-56.9% | $137,256-38.1% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 16.50% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $6,250 | $6,591-5.2% | $6,227+0.4% | $4,156+50.4% |
| Participant deferral / active EE | $11,700 | $9,614+21.7% | $9,135+28.1% | $6,407+82.6% |
| Admin fee / account holder | $846 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |