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 | $133,479 | $202,318-34.0% | $172,739-22.7% | $152,861-12.7% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 16.89% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,778 | $5,856-69.6% | $5,143-65.4% | $4,762-62.7% |
| Participant deferral / active EE | $4,223 | $5,948-29.0% | $5,198-18.7% | $5,850-27.8% |
| Admin fee / account holder | $45,371 | $17,109+165.2% | $13,954+225.1% | $11,596+291.2% |