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 | $47,446 | $181,894-73.9% | $156,549-69.7% | $273,961-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.52% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,083 | $6,248-50.7% | $5,501-44.0% | $4,869-36.7% |
| Participant deferral / active EE | $5,533 | $5,550-0.3% | $4,871+13.6% | $5,287+4.6% |
| Admin fee / account holder | $6,095 | $15,559-60.8% | $13,027-53.2% | $10,132-39.8% |