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 | $127,535 | $76,670+66.3% | $96,683+31.9% | $71,457+78.5% |
| Participation rate | 94.3% | 66.6%+27.7pp | 74.3%+19.9pp | 67.9%+26.4pp |
| Annual return | 0.00% | 48.29%-48.3pp | 35.69%-35.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $34,331 | $3,031+1032.5% | $3,737+818.8% | $2,588+1226.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2,231 | $2,028+10.0% | $6,730-66.9% | $1,587+40.5% |