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 8-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 | $50,364 | $76,000-33.7% | $154,107-67.3% | $64,186-21.5% |
| Participation rate | 79.2% | 70.4%+8.8pp | 83.0%-3.9pp | 69.6%+9.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,864 | $3,351-14.5% | $5,298-45.9% | $2,381+20.3% |
| Participant deferral / active EE | $6,338 | $3,175+99.6% | $5,081+24.8% | $3,470+82.7% |
| Admin fee / account holder | $1,866 | $5,596-66.7% | $13,411-86.1% | $4,888-61.8% |