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 9-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 | $53,848 | $160,055-66.4% | $140,016-61.5% | $135,375-60.2% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,632 | $6,420-59.0% | $5,606-53.0% | $4,779-44.9% |
| Participant deferral / active EE | $5,972 | $7,642-21.8% | $6,927-13.8% | $5,609+6.5% |
| Admin fee / account holder | $7,711 | $13,328-42.1% | $10,705-28.0% | $10,827-28.8% |