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 | $135,949 | $148,534-8.5% | $135,9030% | $139,434-2.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.02% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $7,024 | $5,243+34.0% | $4,856+44.6% | $4,751+47.8% |
| Participant deferral / active EE | $9,593 | $8,100+18.4% | $7,758+23.6% | $6,710+43.0% |
| Admin fee / account holder | $443 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |