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 | $45,173 | $89,753-49.7% | $107,525-58.0% | $84,808-46.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 41.30% | 29.48%+11.8pp | 181.32%-140.0pp | 40.90%+0.4pp |
| Employer contribution / active EE | $5,302 | $3,113+70.3% | $3,754+41.2% | $2,631+101.5% |
| Participant deferral / active EE | $2,059 | $4,056-49.2% | $5,116-59.8% | $4,212-51.1% |
| Admin fee / account holder | $7,028 | $7,222-2.7% | $8,919-21.2% | $7,344-4.3% |