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 | $231,246 | $91,552+152.6% | $133,956+72.6% | $79,858+189.6% |
| Participation rate | 81.1% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.4pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,260 | $3,733+14.1% | $5,048-15.6% | $3,740+13.9% |
| Admin fee / account holder | $2,235 | $6,321-64.6% | $8,927-75.0% | $5,306-57.9% |