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 3-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 | $119,471 | $93,024+28.4% | $77,024+55.1% | $134,475-11.2% |
| Participation rate | 85.0% | 74.5%+10.5pp | 67.9%+17.1pp | 81.2%+3.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,910 | $3,418-44.1% | $2,812-32.1% | $4,740-59.7% |
| Participant deferral / active EE | $5,499 | $5,238+5.0% | $4,426+24.2% | $6,400-14.1% |
| Admin fee / account holder | $669 | $6,944-90.4% | $5,425-87.7% | $11,426-94.1% |