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 | $119,227 | $81,632+46.1% | $70,449+69.2% | $158,922-25.0% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.1%-5.1pp | 82.0%-12.0pp |
| Annual return | 9.14% | 208.40%-199.3pp | 109.03%-99.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,243 | $3,217-61.4% | $2,737-54.6% | $4,761-73.9% |
| Participant deferral / active EE | $1,817 | $4,554-60.1% | $3,709-51.0% | $5,982-69.6% |
| Admin fee / account holder | $3,293 | $6,193-46.8% | $3,845-14.4% | $11,246-70.7% |