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 | $49,467 | $72,277-31.6% | $101,248-51.1% | $79,858-38.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.28% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,938 | $2,692-28.0% | $3,660-47.1% | $2,471-21.6% |
| Participant deferral / active EE | $2,198 | $3,282-33.0% | $4,370-49.7% | $3,740-41.2% |
| Admin fee / account holder | $1,605 | $4,400-63.5% | $5,945-73.0% | $5,306-69.8% |