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 5-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 | $42,099 | $86,929-51.6% | $102,423-58.9% | $80,856-47.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.54% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,675 | $2,369-29.3% | $3,023-44.6% | $2,755-39.2% |
| Participant deferral / active EE | $2,862 | $4,118-30.5% | $5,053-43.4% | $4,296-33.4% |
| Admin fee / account holder | $1,497 | $8,049-81.4% | $9,451-84.2% | $6,918-78.4% |