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 7-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 | $38,424 | $102,966-62.7% | $90,281-57.4% | $152,861-74.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,428 | $3,139-22.7% | $2,854-15.0% | $4,762-49.0% |
| Participant deferral / active EE | $4,148 | $4,281-3.1% | $3,885+6.8% | $5,850-29.1% |
| Admin fee / account holder | $642 | $6,171-89.6% | $5,351-88.0% | $11,596-94.5% |