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 | $125,460 | $202,318-38.0% | $172,739-27.4% | $152,861-17.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.76% | 1029.65%-997.9pp | 802.84%-771.1pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,697 | $5,856-71.0% | $5,143-67.0% | $4,762-64.4% |
| Participant deferral / active EE | $4,168 | $5,948-29.9% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $19,778 | $17,109+15.6% | $13,954+41.7% | $11,596+70.6% |