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 | $44,358 | $109,359-59.4% | $162,163-72.6% | $72,985-39.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.41% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,008 | $3,907-23.0% | $5,614-46.4% | $2,440+23.3% |
| Participant deferral / active EE | $5,058 | $5,481-7.7% | $7,298-30.7% | $3,607+40.2% |
| Admin fee / account holder | $916 | $7,972-88.5% | $10,843-91.6% | $5,124-82.1% |