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 | $45,777 | $183,963-75.1% | $162,163-71.8% | $152,861-70.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $27,478 | $6,371+331.3% | $5,614+389.5% | $4,762+477.0% |
| Participant deferral / active EE | $16,123 | $8,034+100.7% | $7,298+120.9% | $5,850+175.6% |
| Admin fee / account holder | $3,929 | $13,121-70.1% | $10,843-63.8% | $11,596-66.1% |