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 | $56,649 | $209,832-73.0% | $189,513-70.1% | $167,490-66.2% |
| Participation rate | 76.9% | 88.7%-11.7pp | 87.8%-10.9pp | 82.1%-5.2pp |
| Annual return | 20.11% | 748.27%-728.2pp | 555.15%-535.0pp | 478.56%-458.5pp |
| Employer contribution / active EE | $8,224 | $6,914+19.0% | $6,162+33.5% | $4,837+70.0% |
| Participant deferral / active EE | $5,084 | $8,935-43.1% | $8,221-38.2% | $6,341-19.8% |
| Admin fee / account holder | $1,139 | $14,293-92.0% | $12,045-90.5% | $12,309-90.7% |