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 | $37,161 | $86,929-57.3% | $102,423-63.7% | $80,856-54.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 27.05% | 18.88%+8.2pp | 29.32%-2.3pp | 35.59%-8.5pp |
| Employer contribution / active EE | $3,345 | $2,369+41.2% | $3,023+10.6% | $2,755+21.4% |
| Participant deferral / active EE | $3,662 | $4,118-11.1% | $5,053-27.5% | $4,296-14.7% |
| Admin fee / account holder | $1,231 | $8,049-84.7% | $9,451-87.0% | $6,918-82.2% |