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 | $138,946 | $154,117-9.8% | $129,995+6.9% | $139,434-0.3% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.5%+7.9pp | 80.3%+6.0pp |
| Annual return | 12.43% | 32.48%-20.0pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,622 | $5,289-50.4% | $4,320-39.3% | $4,751-44.8% |
| Participant deferral / active EE | $8,352 | $6,710+24.5% | $5,820+43.5% | $6,710+24.5% |
| Admin fee / account holder | $7,305 | $14,007-47.8% | $10,614-31.2% | $11,403-35.9% |