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 | $127,772 | $78,422+62.9% | $95,952+33.2% | $79,858+60.0% |
| Participation rate | 73.5% | 73.5%0pp | 77.1%-3.6pp | 69.6%+3.8pp |
| Annual return | 13.08% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $612 | $1,945-68.5% | $2,541-75.9% | $2,471-75.2% |
| Participant deferral / active EE | $3,850 | $3,440+11.9% | $4,167-7.6% | $3,740+2.9% |
| Admin fee / account holder | $552 | $5,622-90.2% | $6,795-91.9% | $5,306-89.6% |