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 | $49,724 | $102,605-51.5% | $145,661-65.9% | $84,808-41.4% |
| Participation rate | 97.1% | 74.3%+22.8pp | 77.2%+19.9pp | 68.3%+28.8pp |
| Annual return | 34.08% | 26.50%+7.6pp | 101.46%-67.4pp | 40.90%-6.8pp |
| Employer contribution / active EE | $4,087 | $3,325+22.9% | $4,238-3.6% | $2,631+55.3% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,705 | $8,758-34.9% | $12,466-54.2% | $7,344-22.3% |