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 7-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 | $41,070 | $202,318-79.7% | $172,739-76.2% | $152,861-73.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 18.94% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,311 | $5,856-60.5% | $5,143-55.1% | $4,762-51.5% |
| Participant deferral / active EE | $4,850 | $5,948-18.5% | $5,198-6.7% | $5,850-17.1% |
| Admin fee / account holder | $3,248 | $17,109-81.0% | $13,954-76.7% | $11,596-72.0% |