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 | $58,916 | $202,318-70.9% | $172,739-65.9% | $152,861-61.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.98% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $7,263 | $5,856+24.0% | $5,143+41.2% | $4,762+52.5% |
| Participant deferral / active EE | $5,872 | $5,948-1.3% | $5,198+13.0% | $5,850+0.4% |
| Admin fee / account holder | $4,553 | $17,109-73.4% | $13,954-67.4% | $11,596-60.7% |