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 | $19,477 | $124,185-84.3% | $108,410-82.0% | $167,490-88.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 17.74% | 1379.64%-1361.9pp | 905.27%-887.5pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,889 | $4,187-54.9% | $3,558-46.9% | $4,837-61.0% |
| Participant deferral / active EE | $4,692 | $6,908-32.1% | $6,563-28.5% | $6,341-26.0% |
| Admin fee / account holder | $301 | $9,455-96.8% | $7,295-95.9% | $12,309-97.6% |