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 | $144,145 | $94,625+52.3% | $116,228+24.0% | $84,808+70.0% |
| Participation rate | 81.5% | 70.4%+11.0pp | 74.6%+6.9pp | 68.3%+13.2pp |
| Annual return | 12.87% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $758 | $2,347-67.7% | $2,994-74.7% | $2,631-71.2% |
| Participant deferral / active EE | $5,566 | $3,972+40.1% | $4,953+12.4% | $4,212+32.2% |
| Admin fee / account holder | $16,870 | $10,091+67.2% | $11,989+40.7% | $7,344+129.7% |