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 | $56,594 | $83,477-32.2% | $125,175-54.8% | $72,985-22.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.48% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,291 | $2,345-2.3% | $3,865-40.7% | $2,440-6.1% |
| Participant deferral / active EE | $6,025 | $3,585+68.0% | $4,937+22.0% | $3,607+67.0% |
| Admin fee / account holder | $5,217 | $5,517-5.4% | $9,702-46.2% | $5,124+1.8% |