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 | $152,841 | $226,064-32.4% | $182,532-16.3% | $152,8610% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.71% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,538 | $4,978-49.0% | $4,076-37.7% | $4,762-46.7% |
| Participant deferral / active EE | $8,784 | $6,368+38.0% | $5,524+59.0% | $5,850+50.2% |
| Admin fee / account holder | $12,308 | $10,703+15.0% | $8,592+43.2% | $11,596+6.1% |