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 | $224,989 | $202,318+11.2% | $172,739+30.2% | $152,861+47.2% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 18.09% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,154 | $5,856-63.2% | $5,143-58.1% | $4,762-54.8% |
| Participant deferral / active EE | $5,032 | $5,948-15.4% | $5,198-3.2% | $5,850-14.0% |
| Admin fee / account holder | $783 | $17,109-95.4% | $13,954-94.4% | $11,596-93.2% |