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 | $134,643 | $152,587-11.8% | $125,175+7.6% | $152,861-11.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.78% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,120 | $4,946-16.7% | $3,865+6.6% | $4,762-13.5% |
| Participant deferral / active EE | $3,717 | $5,868-36.7% | $4,937-24.7% | $5,850-36.5% |
| Admin fee / account holder | $43,167 | $13,434+221.3% | $9,702+344.9% | $11,596+272.2% |