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 | $33,180 | $72,277-54.1% | $101,248-67.2% | $79,858-58.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.84% | 22.30%-3.5pp | 46.47%-27.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,496 | $2,692+29.9% | $3,660-4.5% | $2,471+41.5% |
| Participant deferral / active EE | $3,484 | $3,282+6.2% | $4,370-20.3% | $3,740-6.8% |
| Admin fee / account holder | $1,095 | $4,400-75.1% | $5,945-81.6% | $5,306-79.4% |