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 | $35,977 | $86,929-58.6% | $102,423-64.9% | $80,856-55.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.79% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,584 | $2,369-33.1% | $3,023-47.6% | $2,755-42.5% |
| Participant deferral / active EE | $3,916 | $4,118-4.9% | $5,053-22.5% | $4,296-8.8% |
| Admin fee / account holder | $914 | $8,049-88.6% | $9,451-90.3% | $6,918-86.8% |