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 7-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 | $34,059 | $157,256-78.3% | $141,162-75.9% | $152,861-77.7% |
| 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 | $23,210 | $5,261+341.2% | $4,735+390.2% | $4,762+387.4% |
| Participant deferral / active EE | $17,258 | $7,109+142.7% | $6,709+157.2% | $5,850+195.0% |
| Admin fee / account holder | $336 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |