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 10-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 | $141,107 | $157,256-10.3% | $141,1620% | $152,861-7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.95% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,440 | $5,261-53.6% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $9,934 | $7,109+39.7% | $6,709+48.1% | $5,850+69.8% |
| Admin fee / account holder | $2,586 | $12,120-78.7% | $10,261-74.8% | $11,596-77.7% |