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 | $44,755 | $209,336-78.6% | $197,124-77.3% | $137,256-67.4% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 14.53% | 48.09%-33.6pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,223 | $6,591-66.3% | $6,227-64.3% | $4,156-46.5% |
| Participant deferral / active EE | $4,927 | $9,614-48.8% | $9,135-46.1% | $6,407-23.1% |
| Admin fee / account holder | $1,114 | $17,308-93.6% | $16,298-93.2% | $12,270-90.9% |