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 | $29,217 | $138,044-78.8% | $125,339-76.7% | $134,475-78.3% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,924 | $5,243-44.2% | $4,814-39.3% | $4,740-38.3% |
| Participant deferral / active EE | $5,562 | $7,799-28.7% | $7,446-25.3% | $6,400-13.1% |
| Admin fee / account holder | $401 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |