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 | $57,022 | $181,894-68.7% | $156,549-63.6% | $273,961-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.68% | 30.74%-15.1pp | 32.23%-16.5pp | 41.45%-25.8pp |
| Employer contribution / active EE | $3,146 | $6,248-49.6% | $5,501-42.8% | $4,869-35.4% |
| Participant deferral / active EE | $8,900 | $5,550+60.4% | $4,871+82.7% | $5,287+68.3% |
| Admin fee / account holder | $458 | $15,559-97.1% | $13,027-96.5% | $10,132-95.5% |