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 | $54,310 | $86,922-37.5% | $102,438-47.0% | $80,874-32.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.12% | 18.90%-7.8pp | 29.37%-18.3pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,208 | $2,369-6.8% | $3,024-27.0% | $2,756-19.9% |
| Participant deferral / active EE | $2,994 | $4,119-27.3% | $5,054-40.8% | $4,297-30.3% |
| Admin fee / account holder | $2,895 | $8,050-64.0% | $9,448-69.4% | $6,935-58.3% |