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 | $49,722 | $95,803-48.1% | $113,168-56.1% | $84,808-41.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 24.44% | 25.00%-0.6pp | 24.27%+0.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,494 | $2,360+48.1% | $2,975+17.5% | $2,631+32.8% |
| Participant deferral / active EE | $10,219 | $4,242+140.9% | $5,107+100.1% | $4,212+142.6% |
| Admin fee / account holder | $5,397 | $8,989-40.0% | $12,068-55.3% | $7,344-26.5% |