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 | $137,472 | $148,534-7.4% | $135,903+1.2% | $139,434-1.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.35% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,789 | $5,243-46.8% | $4,856-42.6% | $4,751-41.3% |
| Participant deferral / active EE | $9,298 | $8,100+14.8% | $7,758+19.8% | $6,710+38.6% |
| Admin fee / account holder | $3,385 | $12,400-72.7% | $10,762-68.5% | $11,403-70.3% |