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 7-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 | $239,641 | $157,256+52.4% | $141,162+69.8% | $152,861+56.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,100 | $5,261-3.1% | $4,735+7.7% | $4,762+7.1% |
| Participant deferral / active EE | $13,790 | $7,109+94.0% | $6,709+105.5% | $5,850+135.7% |
| Admin fee / account holder | $2,600 | $12,120-78.5% | $10,261-74.7% | $11,596-77.6% |