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 | $50,410 | $202,318-75.1% | $172,739-70.8% | $152,861-67.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.13% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,880 | $5,856-67.9% | $5,143-63.5% | $4,762-60.5% |
| Participant deferral / active EE | $4,641 | $5,948-22.0% | $5,198-10.7% | $5,850-20.7% |
| Admin fee / account holder | $1,390 | $17,109-91.9% | $13,954-90.0% | $11,596-88.0% |