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 3-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 | $79,796 | $84,527-5.6% | $67,711+17.8% | $125,391-36.4% |
| Participation rate | 93.8% | 74.8%+19.0pp | 67.5%+26.2pp | 83.2%+10.6pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $6,058 | $3,292+84.0% | $2,559+136.7% | $4,866+24.5% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $373 | $5,340-93.0% | $4,255-91.2% | $9,540-96.1% |