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 | $90,931 | $148,534-38.8% | $135,903-33.1% | $139,434-34.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 14.89% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,539 | $5,243-51.6% | $4,856-47.7% | $4,751-46.6% |
| Participant deferral / active EE | $7,935 | $8,100-2.0% | $7,758+2.3% | $6,710+18.3% |
| Admin fee / account holder | $1,569 | $12,400-87.3% | $10,762-85.4% | $11,403-86.2% |