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 | $61,006 | $83,477-26.9% | $125,175-51.3% | $72,985-16.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.85% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,970 | $2,345-16.0% | $3,865-49.0% | $2,440-19.3% |
| Participant deferral / active EE | $2,845 | $3,585-20.6% | $4,937-42.4% | $3,607-21.1% |
| Admin fee / account holder | $666 | $5,517-87.9% | $9,702-93.1% | $5,124-87.0% |