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 4-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 | $29,255 | $138,044-78.8% | $125,339-76.7% | $134,475-78.2% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,027 | $5,243-42.3% | $4,814-37.1% | $4,740-36.1% |
| Participant deferral / active EE | $6,627 | $7,799-15.0% | $7,446-11.0% | $6,400+3.5% |
| Admin fee / account holder | $2,195 | $11,571-81.0% | $10,010-78.1% | $11,426-80.8% |