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 6-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 | $141,712 | $148,534-4.6% | $135,903+4.3% | $139,434+1.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 23.86% | 79.19%-55.3pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,825 | $5,243-46.1% | $4,856-41.8% | $4,751-40.5% |
| Participant deferral / active EE | $8,386 | $8,100+3.5% | $7,758+8.1% | $6,710+25.0% |
| Admin fee / account holder | $826 | $12,400-93.3% | $10,762-92.3% | $11,403-92.8% |