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 6-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 | $96,031 | $65,365+46.9% | $92,893+3.4% | $72,985+31.6% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $7,586 | $2,594+192.4% | $3,653+107.7% | $2,440+210.9% |
| Participant deferral / active EE | $7,367 | $3,128+135.5% | $4,236+73.9% | $3,607+104.2% |
| Admin fee / account holder | $1,946 | $4,251-54.2% | $5,794-66.4% | $5,124-62.0% |