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 | $49,134 | $67,606-27.3% | $82,313-40.3% | $70,131-29.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5013.70% | 21.57%+4992.1pp | 25.88%+4987.8pp | 73.14%+4940.6pp |
| Employer contribution / active EE | $2,381 | $1,755+35.7% | $2,428-1.9% | $2,342+1.7% |
| Participant deferral / active EE | $3,567 | $2,987+19.4% | $3,706-3.8% | $3,332+7.0% |
| Admin fee / account holder | $7,731 | $4,512+71.3% | $5,608+37.9% | $4,645+66.4% |