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 5-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 | $13,280 | $56,114-76.3% | $96,139-86.2% | $85,850-84.5% |
| Participation rate | 90.3% | 56.7%+33.6pp | 68.4%+21.9pp | 69.3%+21.0pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $4,043 | $1,620+149.6% | $2,797+44.5% | $2,565+57.6% |
| Participant deferral / active EE | $5,548 | $2,859+94.0% | $4,349+27.6% | $3,952+40.4% |
| Admin fee / account holder | $646 | $3,768-82.9% | $5,537-88.3% | $6,260-89.7% |