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 7-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 | $126,469 | $202,318-37.5% | $172,739-26.8% | $152,861-17.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.53% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,478 | $5,856-57.7% | $5,143-51.8% | $4,762-48.0% |
| Participant deferral / active EE | $6,909 | $5,948+16.2% | $5,198+32.9% | $5,850+18.1% |
| Admin fee / account holder | $937 | $17,109-94.5% | $13,954-93.3% | $11,596-91.9% |