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 8-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 | $53,394 | $179,726-70.3% | $156,263-65.8% | $142,382-62.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 51.15% | 77.86%-26.7pp | 59.47%-8.3pp | 217.08%-165.9pp |
| Employer contribution / active EE | $5,526 | $5,069+9.0% | $4,333+27.5% | $4,299+28.5% |
| Participant deferral / active EE | $33,513 | $6,956+381.8% | $6,158+444.2% | $6,507+415.0% |
| Admin fee / account holder | $2,681,983 | $17,272+15427.7% | $14,255+18714.7% | $12,624+21145.6% |