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 | $49,156 | $72,277-32.0% | $101,248-51.4% | $79,858-38.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.54% | 22.30%-10.8pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,677 | $2,692-0.5% | $3,660-26.8% | $2,471+8.4% |
| Participant deferral / active EE | $1,923 | $3,282-41.4% | $4,370-56.0% | $3,740-48.6% |
| Admin fee / account holder | $3,095 | $4,400-29.7% | $5,945-47.9% | $5,306-41.7% |