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 | $33,471 | $81,248-58.8% | $155,509-78.5% | $80,856-58.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.96% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,740 | $3,100-43.9% | $4,672-62.8% | $2,755-36.8% |
| Participant deferral / active EE | $4,905 | $3,452+42.1% | $5,626-12.8% | $4,296+14.2% |
| Admin fee / account holder | $25,039 | $7,997+213.1% | $15,912+57.4% | $6,918+261.9% |