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 | $37,713 | $202,318-81.4% | $172,739-78.2% | $152,861-75.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 23.54% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,625 | $5,856-55.2% | $5,143-48.9% | $4,762-44.9% |
| Participant deferral / active EE | $5,012 | $5,948-15.7% | $5,198-3.6% | $5,850-14.3% |
| Admin fee / account holder | $307 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |