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 | $101,215 | $144,119-29.8% | $117,854-14.1% | $147,584-31.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 20.06% | 531.15%-511.1pp | 335.08%-315.0pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,855 | $4,896-62.1% | $3,786-51.0% | $4,876-62.0% |
| Participant deferral / active EE | $2,744 | $5,316-48.4% | $4,482-38.8% | $5,439-49.5% |
| Admin fee / account holder | $5,290 | $10,886-51.4% | $8,020-34.0% | $10,885-51.4% |