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 | $74,593 | $202,318-63.1% | $172,739-56.8% | $152,861-51.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 22.45% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,242 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $6,847 | $5,948+15.1% | $5,198+31.7% | $5,850+17.0% |
| Admin fee / account holder | $1,328 | $17,109-92.2% | $13,954-90.5% | $11,596-88.5% |