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 7-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 | $43,317 | $71,050-39.0% | $93,606-53.7% | $80,856-46.4% |
| Participation rate | 76.4% | 60.4%+16.0pp | 68.7%+7.7pp | 67.6%+8.8pp |
| Annual return | 17.52% | 11.26%+6.3pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,869 | $1,564+83.5% | $2,420+18.6% | $2,755+4.1% |
| Participant deferral / active EE | $4,834 | $4,034+19.8% | $4,411+9.6% | $4,296+12.5% |
| Admin fee / account holder | $644 | $6,945-90.7% | $8,285-92.2% | $6,918-90.7% |