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 | $42,082 | $202,318-79.2% | $172,739-75.6% | $152,861-72.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 16.65% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,013 | $5,856-65.6% | $5,143-60.9% | $4,762-57.7% |
| Participant deferral / active EE | $2,789 | $5,948-53.1% | $5,198-46.3% | $5,850-52.3% |
| Admin fee / account holder | $857 | $17,109-95.0% | $13,954-93.9% | $11,596-92.6% |