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 | $66,106 | $202,318-67.3% | $172,739-61.7% | $152,861-56.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 18.43% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $9,891 | $5,856+68.9% | $5,143+92.3% | $4,762+107.7% |
| Participant deferral / active EE | $5,903 | $5,948-0.8% | $5,198+13.6% | $5,850+0.9% |
| Admin fee / account holder | $39,515 | $17,109+131.0% | $13,954+183.2% | $11,596+240.7% |