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 | $48,244 | $62,672-23.0% | $185,117-73.9% | $70,131-31.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.28% | 40.79%-25.5pp | 40.50%-25.2pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,657 | $1,753+108.6% | $4,182-12.5% | $2,342+56.1% |
| Participant deferral / active EE | $7,629 | $3,272+133.2% | $5,045+51.2% | $3,332+129.0% |
| Admin fee / account holder | $3,024 | $3,932-23.1% | $8,159-62.9% | $4,645-34.9% |