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 | $69,239 | $105,181-34.2% | $159,436-56.6% | $85,850-19.3% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $4,782 | $3,318+44.1% | $4,829-1.0% | $2,565+86.4% |
| Participant deferral / active EE | $11,203 | $5,945+88.4% | $7,352+52.4% | $3,952+183.5% |
| Admin fee / account holder | $669 | $6,933-90.4% | $10,799-93.8% | $6,260-89.3% |