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 | $134,013 | $217,402-38.4% | $185,823-27.9% | $167,490-20.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.44% | 148.36%-119.9pp | 122.05%-93.6pp | 478.56%-450.1pp |
| Employer contribution / active EE | $5,919 | $5,873+0.8% | $5,167+14.5% | $4,837+22.3% |
| Participant deferral / active EE | $5,014 | $6,356-21.1% | $5,568-9.9% | $6,341-20.9% |
| Admin fee / account holder | $3,741 | $19,811-81.1% | $16,237-77.0% | $12,309-69.6% |