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 | $34,359 | $48,076-28.5% | $78,689-56.3% | $62,891-45.4% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 10.65% | 31.35%-20.7pp | 62.18%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,875 | $2,015+42.7% | $2,851+0.8% | $2,281+26.0% |
| Participant deferral / active EE | $5,780 | $2,588+123.3% | $3,517+64.3% | $3,203+80.4% |
| Admin fee / account holder | $4,167 | $3,207+29.9% | $4,510-7.6% | $4,296-3.0% |