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 | $115,578 | $105,998+9.0% | $92,233+25.3% | $147,584-21.7% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 15.73% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,804 | $4,333-58.4% | $3,679-51.0% | $4,876-63.0% |
| Participant deferral / active EE | $2,318 | $4,478-48.2% | $3,897-40.5% | $5,439-57.4% |
| Admin fee / account holder | $1,117 | $6,332-82.4% | $5,194-78.5% | $10,885-89.7% |