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 | $27,474 | $92,703-70.4% | $82,719-66.8% | $134,475-79.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,150 | $3,274-3.8% | $3,009+4.7% | $4,740-33.5% |
| Participant deferral / active EE | $7,961 | $4,802+65.8% | $4,395+81.1% | $6,400+24.4% |
| Admin fee / account holder | $339 | $5,983-94.3% | $5,329-93.6% | $11,426-97.0% |