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 | $175,472 | $127,777+37.3% | $106,548+64.7% | $167,490+4.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,163 | $3,427+21.5% | $2,819+47.7% | $4,837-13.9% |
| Participant deferral / active EE | $4,749 | $5,087-6.6% | $4,398+8.0% | $6,341-25.1% |
| Admin fee / account holder | $474 | $11,228-95.8% | $7,407-93.6% | $12,309-96.1% |