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 | $48,456 | $209,832-76.9% | $189,513-74.4% | $167,490-71.1% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 18.69% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,887 | $6,914-58.2% | $6,162-53.1% | $4,837-40.3% |
| Participant deferral / active EE | $4,781 | $8,935-46.5% | $8,221-41.9% | $6,341-24.6% |
| Admin fee / account holder | $1,509 | $14,293-89.4% | $12,045-87.5% | $12,309-87.7% |