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 | $149,374 | $102,616+45.6% | $81,983+82.2% | $158,922-6.0% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 10.68% | 61.04%-50.4pp | 41.31%-30.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,381 | $3,240-57.4% | $2,498-44.7% | $4,761-71.0% |
| Participant deferral / active EE | $3,403 | $4,648-26.8% | $3,722-8.6% | $5,982-43.1% |
| Admin fee / account holder | $2,295 | $8,235-72.1% | $5,664-59.5% | $11,246-79.6% |