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 | $52,630 | $81,460-35.4% | $103,333-49.1% | $80,856-34.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.73% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,316 | $3,105-25.4% | $3,868-40.1% | $2,755-15.9% |
| Participant deferral / active EE | $4,418 | $3,869+14.2% | $5,057-12.7% | $4,296+2.8% |
| Admin fee / account holder | $30,296 | $6,566+361.4% | $8,355+262.6% | $6,918+337.9% |