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 | $143,217 | $140,588+1.9% | $123,104+16.3% | $125,391+14.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.02% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,801 | $6,041-53.6% | $5,151-45.6% | $4,866-42.4% |
| Participant deferral / active EE | $9,988 | $6,980+43.1% | $6,230+60.3% | $5,352+86.6% |
| Admin fee / account holder | $300 | $11,198-97.3% | $9,015-96.7% | $9,540-96.9% |