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 | $165,061 | $180,449-8.5% | $154,107+7.1% | $135,375+21.9% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | 7.80% | 888.09%-880.3pp | 735.12%-727.3pp | 519.73%-511.9pp |
| Employer contribution / active EE | $14,370 | $6,035+138.1% | $5,298+171.3% | $4,779+200.7% |
| Participant deferral / active EE | $2,245 | $5,806-61.3% | $5,081-55.8% | $5,609-60.0% |
| Admin fee / account holder | $2,238 | $16,143-86.1% | $13,411-83.3% | $10,827-79.3% |