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 | $90,302 | $144,119-37.3% | $117,854-23.4% | $147,584-38.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 13.94% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $7,874 | $4,896+60.8% | $3,786+108.0% | $4,876+61.5% |
| Participant deferral / active EE | $7,576 | $5,316+42.5% | $4,482+69.0% | $5,439+39.3% |
| Admin fee / account holder | $1,553 | $10,886-85.7% | $8,020-80.6% | $10,885-85.7% |