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 | $46,407 | $109,359-57.6% | $162,163-71.4% | $72,985-36.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.13% | 25.46%-5.3pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,192 | $3,907-43.9% | $5,614-61.0% | $2,440-10.2% |
| Participant deferral / active EE | $3,271 | $5,481-40.3% | $7,298-55.2% | $3,607-9.3% |
| Admin fee / account holder | $995 | $7,972-87.5% | $10,843-90.8% | $5,124-80.6% |