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 9-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 | $20,132 | $105,998-81.0% | $92,233-78.2% | $147,584-86.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,896 | $4,333-33.2% | $3,679-21.3% | $4,876-40.6% |
| Participant deferral / active EE | $5,807 | $4,478+29.7% | $3,897+49.0% | $5,439+6.8% |
| Admin fee / account holder | $5,031 | $6,332-20.5% | $5,194-3.1% | $10,885-53.8% |