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 | $41,321 | $183,963-77.5% | $162,163-74.5% | $152,861-73.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 26.44% | 150.76%-124.3pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,982 | $6,371-53.2% | $5,614-46.9% | $4,762-37.4% |
| Participant deferral / active EE | $9,575 | $8,034+19.2% | $7,298+31.2% | $5,850+63.7% |
| Admin fee / account holder | $8,715 | $13,121-33.6% | $10,843-19.6% | $11,596-24.9% |