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 | $71,619 | $202,318-64.6% | $172,739-58.5% | $152,861-53.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.98% | 1029.65%-1016.7pp | 802.84%-789.9pp | 345.32%-332.3pp |
| Employer contribution / active EE | $2,607 | $5,856-55.5% | $5,143-49.3% | $4,762-45.2% |
| Participant deferral / active EE | $3,890 | $5,948-34.6% | $5,198-25.2% | $5,850-33.5% |
| Admin fee / account holder | $21,860 | $17,109+27.8% | $13,954+56.7% | $11,596+88.5% |