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 | $55,837 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.49% | 1029.65%-1008.2pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,624 | $5,856-38.1% | $5,143-29.5% | $4,762-23.9% |
| Participant deferral / active EE | $5,323 | $5,948-10.5% | $5,198+2.4% | $5,850-9.0% |
| Admin fee / account holder | $5,373 | $17,109-68.6% | $13,954-61.5% | $11,596-53.7% |