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 | $141,202 | $157,256-10.2% | $141,1620% | $152,861-7.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.79% | 64.32%-33.5pp | 71.39%-40.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $10,280 | $5,261+95.4% | $4,735+117.1% | $4,762+115.9% |
| Participant deferral / active EE | $19,712 | $7,109+177.3% | $6,709+193.8% | $5,850+236.9% |
| Admin fee / account holder | $26,223 | $12,120+116.4% | $10,261+155.6% | $11,596+126.1% |