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 | $196,304 | $209,832-6.4% | $189,513+3.6% | $167,490+17.2% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 10.69% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,121 | $6,914-69.3% | $6,162-65.6% | $4,837-56.2% |
| Participant deferral / active EE | $6,258 | $8,935-30.0% | $8,221-23.9% | $6,341-1.3% |
| Admin fee / account holder | $3,571 | $14,293-75.0% | $12,045-70.4% | $12,309-71.0% |