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 | $48,411 | $202,318-76.1% | $172,739-72.0% | $152,861-68.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 18.94% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,444 | $5,856-75.3% | $5,143-71.9% | $4,762-69.7% |
| Participant deferral / active EE | $4,721 | $5,948-20.6% | $5,198-9.2% | $5,850-19.3% |
| Admin fee / account holder | $446 | $17,109-97.4% | $13,954-96.8% | $11,596-96.2% |