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 | $38,606 | $226,064-82.9% | $182,532-78.8% | $152,861-74.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 32.33% | 192.51%-160.2pp | 148.54%-116.2pp | 345.32%-313.0pp |
| Employer contribution / active EE | $2,304 | $4,978-53.7% | $4,076-43.5% | $4,762-51.6% |
| Participant deferral / active EE | $14,838 | $6,368+133.0% | $5,524+168.6% | $5,850+153.6% |
| Admin fee / account holder | $441 | $10,703-95.9% | $8,592-94.9% | $11,596-96.2% |