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 | $72,937 | $202,318-63.9% | $172,739-57.8% | $152,861-52.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.72% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,561 | $5,856-73.3% | $5,143-69.6% | $4,762-67.2% |
| Participant deferral / active EE | $11,364 | $5,948+91.1% | $5,198+118.6% | $5,850+94.3% |
| Admin fee / account holder | $3,079 | $17,109-82.0% | $13,954-77.9% | $11,596-73.4% |