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 | $47,751 | $72,277-33.9% | $101,248-52.8% | $79,858-40.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.16% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,819 | $2,692+79.0% | $3,660+31.7% | $2,471+95.0% |
| Participant deferral / active EE | $4,266 | $3,282+30.0% | $4,370-2.4% | $3,740+14.1% |
| Admin fee / account holder | $2,478 | $4,400-43.7% | $5,945-58.3% | $5,306-53.3% |