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 | $195,065 | $209,832-7.0% | $189,513+2.9% | $167,490+16.5% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 18.64% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $4,656 | $6,914-32.7% | $6,162-24.4% | $4,837-3.7% |
| Participant deferral / active EE | $5,572 | $8,935-37.6% | $8,221-32.2% | $6,341-12.1% |
| Admin fee / account holder | $944 | $14,293-93.4% | $12,045-92.2% | $12,309-92.3% |