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 | $165,384 | $160,055+3.3% | $140,016+18.1% | $135,375+22.2% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | 7.59% | 911.38%-903.8pp | 651.12%-643.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $4,593 | $6,420-28.5% | $5,606-18.1% | $4,779-3.9% |
| Participant deferral / active EE | $14,718 | $7,642+92.6% | $6,927+112.5% | $5,609+162.4% |
| Admin fee / account holder | $4,181 | $13,328-68.6% | $10,705-60.9% | $10,827-61.4% |