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 | $80,377 | $150,440-46.6% | $136,294-41.0% | $147,584-45.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.95% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $4,102 | $5,256-22.0% | $4,695-12.6% | $4,876-15.9% |
| Participant deferral / active EE | $8,219 | $6,630+24.0% | $6,247+31.6% | $5,439+51.1% |
| Admin fee / account holder | $1,063 | $10,905-90.2% | $9,243-88.5% | $10,885-90.2% |