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 | $87,006 | $58,851+47.8% | $115,157-24.4% | $72,985+19.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 29.93% | 23.16%+6.8pp | 35.60%-5.7pp | 81.00%-51.1pp |
| Employer contribution / active EE | $1,001 | $1,798-44.3% | $3,179-68.5% | $2,440-59.0% |
| Participant deferral / active EE | $1,032 | $2,643-60.9% | $4,168-75.2% | $3,607-71.4% |
| Admin fee / account holder | $449 | $6,370-92.9% | $7,088-93.7% | $5,124-91.2% |