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 | $70,801 | $176,056-59.8% | $159,436-55.6% | $167,490-57.7% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $16,022 | $5,297+202.5% | $4,829+231.8% | $4,837+231.2% |
| Participant deferral / active EE | $8,207 | $7,750+5.9% | $7,352+11.6% | $6,341+29.4% |
| Admin fee / account holder | $382 | $12,554-97.0% | $10,799-96.5% | $12,309-96.9% |