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 | $140,359 | $106,355+32.0% | $237,244-40.8% | $116,875+20.1% |
| Participation rate | 82.5% | 71.9%+10.6pp | 80.3%+2.2pp | 74.5%+7.9pp |
| Annual return | 17.86% | 17.03%+0.8pp | 4131.29%-4113.4pp | 16.29%+1.6pp |
| Employer contribution / active EE | $758 | $1,595-52.5% | $4,351-82.6% | $3,288-77.0% |
| Participant deferral / active EE | $7,786 | $3,396+129.3% | $4,056+92.0% | $3,885+100.4% |
| Admin fee / account holder | $23,736 | $11,423+107.8% | $18,030+31.6% | $12,263+93.6% |