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 | $47,315 | $48,076-1.6% | $78,689-39.9% | $62,891-24.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.97% | 31.35%-26.4pp | 62.18%-57.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,851 | $2,015+91.1% | $2,851+35.1% | $2,281+68.8% |
| Participant deferral / active EE | $5,667 | $2,588+119.0% | $3,517+61.1% | $3,203+76.9% |
| Admin fee / account holder | $4,512 | $3,207+40.7% | $4,5100% | $4,296+5.0% |