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 | $48,477 | $83,477-41.9% | $125,175-61.3% | $72,985-33.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.07% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,470 | $2,345+5.3% | $3,865-36.1% | $2,440+1.2% |
| Participant deferral / active EE | $2,465 | $3,585-31.3% | $4,937-50.1% | $3,607-31.7% |
| Admin fee / account holder | $5,753 | $5,517+4.3% | $9,702-40.7% | $5,124+12.3% |