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 | $38,579 | $180,749-78.7% | $160,784-76.0% | $137,256-71.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 13.13% | 2234.46%-2221.3pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,521 | $4,155+81.0% | $3,733+101.5% | $4,156+81.0% |
| Participant deferral / active EE | $6,487 | $6,844-5.2% | $6,293+3.1% | $6,407+1.3% |
| Admin fee / account holder | $23,227 | $10,397+123.4% | $9,717+139.0% | $12,270+89.3% |