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 | $162,102 | $183,963-11.9% | $162,1630% | $152,861+6.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.70% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,984 | $6,371-68.9% | $5,614-64.7% | $4,762-58.3% |
| Participant deferral / active EE | $4,561 | $8,034-43.2% | $7,298-37.5% | $5,850-22.0% |
| Admin fee / account holder | $24,652 | $13,121+87.9% | $10,843+127.4% | $11,596+112.6% |