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 | $97,164 | $202,318-52.0% | $172,739-43.8% | $152,861-36.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 17.74% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,083 | $5,856-30.3% | $5,143-20.6% | $4,762-14.3% |
| Participant deferral / active EE | $4,092 | $5,948-31.2% | $5,198-21.3% | $5,850-30.1% |
| Admin fee / account holder | $46,097 | $17,109+169.4% | $13,954+230.3% | $11,596+297.5% |