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 7-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 | $196,979 | $89,355+120.4% | $141,162+39.5% | $72,985+169.9% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,675 | $3,114+18.0% | $4,735-22.4% | $2,440+50.6% |
| Participant deferral / active EE | $9,347 | $5,418+72.5% | $6,709+39.3% | $3,607+159.1% |
| Admin fee / account holder | $8,149 | $5,958+36.8% | $10,261-20.6% | $5,124+59.0% |