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 | $142,125 | $202,318-29.8% | $172,739-17.7% | $152,861-7.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.76% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,729 | $5,856-19.3% | $5,143-8.1% | $4,762-0.7% |
| Participant deferral / active EE | $4,491 | $5,948-24.5% | $5,198-13.6% | $5,850-23.2% |
| Admin fee / account holder | $1,169 | $17,109-93.2% | $13,954-91.6% | $11,596-89.9% |