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 | $34,533 | $86,929-60.3% | $102,423-66.3% | $80,856-57.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.36% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,048 | $2,369-13.6% | $3,023-32.3% | $2,755-25.7% |
| Participant deferral / active EE | $2,116 | $4,118-48.6% | $5,053-58.1% | $4,296-50.7% |
| Admin fee / account holder | $2,490 | $8,049-69.1% | $9,451-73.7% | $6,918-64.0% |