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 | $107,633 | $93,024+15.7% | $77,024+39.7% | $134,475-20.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $955 | $3,418-72.1% | $2,812-66.0% | $4,740-79.9% |
| Participant deferral / active EE | $1,543 | $5,238-70.5% | $4,426-65.1% | $6,400-75.9% |
| Admin fee / account holder | $500 | $6,944-92.8% | $5,425-90.8% | $11,426-95.6% |