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 | $75,603 | $138,044-45.2% | $125,339-39.7% | $134,475-43.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,168 | $5,243-39.6% | $4,814-34.2% | $4,740-33.2% |
| Participant deferral / active EE | $11,695 | $7,799+50.0% | $7,446+57.1% | $6,400+82.7% |
| Admin fee / account holder | $349 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |