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 | $107,286 | $150,440-28.7% | $136,294-21.3% | $147,584-27.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 11.54% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,426 | $5,256-53.8% | $4,695-48.3% | $4,876-50.2% |
| Participant deferral / active EE | $11,857 | $6,630+78.8% | $6,247+89.8% | $5,439+118.0% |
| Admin fee / account holder | $2,457 | $10,905-77.5% | $9,243-73.4% | $10,885-77.4% |