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 4-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 | $41,740 | $179,726-76.8% | $156,263-73.3% | $142,382-70.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 125.20% | 77.86%+47.3pp | 59.47%+65.7pp | 217.08%-91.9pp |
| Employer contribution / active EE | $5,166 | $5,069+1.9% | $4,333+19.2% | $4,299+20.2% |
| Participant deferral / active EE | $9,779 | $6,956+40.6% | $6,158+58.8% | $6,507+50.3% |
| Admin fee / account holder | $5,734 | $17,272-66.8% | $14,255-59.8% | $12,624-54.6% |