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 | $217,486 | $99,652+118.2% | $78,778+176.1% | $147,584+47.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,264 | $2,796-54.8% | $1,986-36.3% | $4,876-74.1% |
| Participant deferral / active EE | $1,923 | $3,664-47.5% | $2,958-35.0% | $5,439-64.6% |
| Admin fee / account holder | $520 | $7,155-92.7% | $5,134-89.9% | $10,885-95.2% |