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 | $32,798 | $71,057-53.8% | $93,654-65.0% | $80,874-59.4% |
| Participation rate | 89.8% | 60.4%+29.4pp | 68.7%+21.1pp | 67.6%+22.1pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.34%-121.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,988 | $1,564+91.1% | $2,421+23.4% | $2,756+8.4% |
| Participant deferral / active EE | $4,549 | $4,034+12.8% | $4,413+3.1% | $4,297+5.9% |
| Admin fee / account holder | $5,147 | $6,944-25.9% | $8,282-37.9% | $6,935-25.8% |