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 | $140,542 | $140,5880% | $123,104+14.2% | $125,391+12.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.21% | 16.80%-18.0pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $5,706 | $6,041-5.5% | $5,151+10.8% | $4,866+17.3% |
| Participant deferral / active EE | $21,192 | $6,980+203.6% | $6,230+240.2% | $5,352+296.0% |
| Admin fee / account holder | $80,688 | $11,198+620.6% | $9,015+795.1% | $9,540+745.7% |