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 | $41,986 | $183,963-77.2% | $162,163-74.1% | $152,861-72.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 24.68% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,985 | $6,371-68.8% | $5,614-64.6% | $4,762-58.3% |
| Participant deferral / active EE | $6,793 | $8,034-15.5% | $7,298-6.9% | $5,850+16.1% |
| Admin fee / account holder | $4,142 | $13,121-68.4% | $10,843-61.8% | $11,596-64.3% |