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 | $48,241 | $180,449-73.3% | $154,107-68.7% | $135,375-64.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,205 | $6,035-30.3% | $5,298-20.6% | $4,779-12.0% |
| Participant deferral / active EE | $8,200 | $5,806+41.2% | $5,081+61.4% | $5,609+46.2% |
| Admin fee / account holder | $2,472 | $16,143-84.7% | $13,411-81.6% | $10,827-77.2% |