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 | $137,263 | $97,757+40.4% | $83,848+63.7% | $135,375+1.4% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.95% | 1287.37%-1286.4pp | 850.88%-849.9pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,269 | $4,222-22.6% | $3,631-10.0% | $4,779-31.6% |
| Participant deferral / active EE | $8,705 | $4,682+85.9% | $4,082+113.3% | $5,609+55.2% |
| Admin fee / account holder | $8,054 | $6,674+20.7% | $5,478+47.0% | $10,827-25.6% |