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 | $110,606 | $202,318-45.3% | $172,739-36.0% | $152,861-27.6% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.4%+1.8pp |
| Annual return | 37.98% | 1029.65%-991.7pp | 802.84%-764.9pp | 345.32%-307.3pp |
| Employer contribution / active EE | $2,016 | $5,856-65.6% | $5,143-60.8% | $4,762-57.7% |
| Participant deferral / active EE | $5,684 | $5,948-4.4% | $5,198+9.4% | $5,850-2.8% |
| Admin fee / account holder | $538 | $17,109-96.9% | $13,954-96.1% | $11,596-95.4% |