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 | $44,825 | $209,832-78.6% | $189,513-76.3% | $167,490-73.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 21.73% | 748.27%-726.5pp | 555.15%-533.4pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,038 | $6,914-70.5% | $6,162-66.9% | $4,837-57.9% |
| Participant deferral / active EE | $7,592 | $8,935-15.0% | $8,221-7.7% | $6,341+19.7% |
| Admin fee / account holder | $2,449 | $14,293-82.9% | $12,045-79.7% | $12,309-80.1% |