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 | $37,423 | $138,044-72.9% | $125,339-70.1% | $134,475-72.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $8,776 | $5,243+67.4% | $4,814+82.3% | $4,740+85.2% |
| Participant deferral / active EE | $19,928 | $7,799+155.5% | $7,446+167.6% | $6,400+211.4% |
| Admin fee / account holder | $11,933 | $11,571+3.1% | $10,010+19.2% | $11,426+4.4% |