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 | $60,704 | $93,571-35.1% | $135,903-55.3% | $75,163-19.2% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 67.2%+9.0pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $5,776 | $3,537+63.3% | $4,856+18.9% | $2,670+116.3% |
| Participant deferral / active EE | $14,617 | $6,404+128.2% | $7,758+88.4% | $4,125+254.3% |
| Admin fee / account holder | $14,684 | $6,975+110.5% | $10,762+36.4% | $5,651+159.8% |