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 8-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 | $45,036 | $209,832-78.5% | $189,513-76.2% | $167,490-73.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 21.24% | 748.27%-727.0pp | 555.15%-533.9pp | 478.56%-457.3pp |
| Employer contribution / active EE | $10,293 | $6,914+48.9% | $6,162+67.1% | $4,837+112.8% |
| Participant deferral / active EE | $10,343 | $8,935+15.8% | $8,221+25.8% | $6,341+63.1% |
| Admin fee / account holder | $21,426 | $14,293+49.9% | $12,045+77.9% | $12,309+74.1% |