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 | $154,110 | $180,449-14.6% | $154,1070% | $135,375+13.8% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -7.40% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $9,103 | $6,035+50.8% | $5,298+71.8% | $4,779+90.5% |
| Participant deferral / active EE | $2,585 | $5,806-55.5% | $5,081-49.1% | $5,609-53.9% |
| Admin fee / account holder | $1,539 | $16,143-90.5% | $13,411-88.5% | $10,827-85.8% |