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 | $46,812 | $116,875-59.9% | $146,762-68.1% | $116,875-59.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 21.57% | 16.29%+5.3pp | -2.96%+24.5pp | 16.29%+5.3pp |
| Employer contribution / active EE | $1,802 | $3,288-45.2% | $3,453-47.8% | $3,288-45.2% |
| Participant deferral / active EE | $2,638 | $3,885-32.1% | $3,550-25.7% | $3,885-32.1% |
| Admin fee / account holder | $1,500 | $12,263-87.8% | $14,221-89.5% | $12,263-87.8% |