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 8-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 | $157,207 | $157,2560% | $141,162+11.4% | $152,861+2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,207 | $5,261-39.0% | $4,735-32.3% | $4,762-32.7% |
| Participant deferral / active EE | $8,259 | $7,109+16.2% | $6,709+23.1% | $5,850+41.2% |
| Admin fee / account holder | $997 | $12,120-91.8% | $10,261-90.3% | $11,596-91.4% |