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 | $35,587 | $202,318-82.4% | $172,739-79.4% | $152,861-76.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 18.85% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,317 | $5,856-60.4% | $5,143-54.9% | $4,762-51.3% |
| Participant deferral / active EE | $4,797 | $5,948-19.3% | $5,198-7.7% | $5,850-18.0% |
| Admin fee / account holder | $6,329 | $17,109-63.0% | $13,954-54.6% | $11,596-45.4% |