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 9-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 | $43,607 | $107,334-59.4% | $92,893-53.1% | $152,861-71.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 312.98% | 145.58%+167.4pp | 109.41%+203.6pp | 345.32%-32.3pp |
| Employer contribution / active EE | $1,479 | $4,221-65.0% | $3,653-59.5% | $4,762-68.9% |
| Participant deferral / active EE | $4,819 | $4,845-0.5% | $4,236+13.8% | $5,850-17.6% |
| Admin fee / account holder | $1,124 | $7,079-84.1% | $5,794-80.6% | $11,596-90.3% |