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 10-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 | $70,902 | $70,587+0.4% | $124,672-43.1% | $85,850-17.4% |
| Participation rate | 97.5% | 64.4%+33.1pp | 74.6%+22.9pp | 69.3%+28.2pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $707 | $1,913-63.1% | $3,324-78.7% | $2,565-72.5% |
| Participant deferral / active EE | $4,741 | $2,969+59.7% | $4,614+2.7% | $3,952+20.0% |
| Admin fee / account holder | $5,970 | $5,282+13.0% | $7,493-20.3% | $6,260-4.6% |