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 | $34,357 | $86,922-60.5% | $102,438-66.5% | $80,874-57.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 27.97% | 18.90%+9.1pp | 29.37%-1.4pp | 35.62%-7.7pp |
| Employer contribution / active EE | $1,510 | $2,369-36.3% | $3,024-50.0% | $2,756-45.2% |
| Participant deferral / active EE | $2,374 | $4,119-42.4% | $5,054-53.0% | $4,297-44.7% |
| Admin fee / account holder | $3,065 | $8,050-61.9% | $9,448-67.6% | $6,935-55.8% |