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 | $51,335 | $86,929-40.9% | $102,423-49.9% | $80,856-36.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.25% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,882 | $2,369-20.6% | $3,023-37.7% | $2,755-31.7% |
| Participant deferral / active EE | $4,891 | $4,118+18.8% | $5,053-3.2% | $4,296+13.9% |
| Admin fee / account holder | $4,334 | $8,049-46.1% | $9,451-54.1% | $6,918-37.3% |