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 | $80,165 | $210,648-61.9% | $177,989-55.0% | $145,922-45.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.85% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,332 | $4,565+16.8% | $3,949+35.0% | $4,660+14.4% |
| Participant deferral / active EE | $6,114 | $6,958-12.1% | $6,276-2.6% | $6,688-8.6% |
| Admin fee / account holder | $8,099 | $12,013-32.6% | $10,363-21.9% | $13,397-39.5% |