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 5-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 | $26,920 | $176,056-84.7% | $159,436-83.1% | $167,490-83.9% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,504 | $5,297+22.8% | $4,829+34.7% | $4,837+34.4% |
| Participant deferral / active EE | $12,040 | $7,750+55.4% | $7,352+63.8% | $6,341+89.9% |
| Admin fee / account holder | $634 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |