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 8-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 | $31,493 | $202,318-84.4% | $172,739-81.8% | $152,861-79.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 29.25% | 1029.65%-1000.4pp | 802.84%-773.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,062 | $5,856-64.8% | $5,143-59.9% | $4,762-56.7% |
| Participant deferral / active EE | $6,594 | $5,948+10.9% | $5,198+26.9% | $5,850+12.7% |
| Admin fee / account holder | $998 | $17,109-94.2% | $13,954-92.8% | $11,596-91.4% |