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 | $35,851 | $202,318-82.3% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.66% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,412 | $5,856-58.8% | $5,143-53.1% | $4,762-49.4% |
| Participant deferral / active EE | $5,986 | $5,948+0.6% | $5,198+15.2% | $5,850+2.3% |
| Admin fee / account holder | $743 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |