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 | $42,543 | $89,355-52.4% | $141,162-69.9% | $72,985-41.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.40% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,469 | $3,114-20.7% | $4,735-47.9% | $2,440+1.2% |
| Participant deferral / active EE | $2,512 | $5,418-53.6% | $6,709-62.6% | $3,607-30.4% |
| Admin fee / account holder | $1,347 | $5,958-77.4% | $10,261-86.9% | $5,124-73.7% |