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 | $60,152 | $71,050-15.3% | $93,606-35.7% | $80,856-25.6% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.6%+29.8pp |
| Annual return | 17.52% | 11.26%+6.3pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $5,618 | $1,564+259.3% | $2,420+132.2% | $2,755+103.9% |
| Participant deferral / active EE | $11,176 | $4,034+177.1% | $4,411+153.3% | $4,296+160.2% |
| Admin fee / account holder | $5,038 | $6,945-27.5% | $8,285-39.2% | $6,918-27.2% |