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 | $56,416 | $65,685-14.1% | $57,179-1.3% | $273,961-79.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 42.01% | 21.99%+20.0pp | 14.59%+27.4pp | 41.45%+0.6pp |
| Employer contribution / active EE | $5,910 | $3,279+80.3% | $2,682+120.3% | $4,869+21.4% |
| Participant deferral / active EE | $2,306 | $3,782-39.0% | $3,096-25.5% | $5,287-56.4% |
| Admin fee / account holder | $2,144 | $4,835-55.7% | $3,139-31.7% | $10,132-78.8% |