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 | $64,093 | $89,753-28.6% | $107,525-40.4% | $84,808-24.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.97% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,375 | $3,113-23.7% | $3,754-36.7% | $2,631-9.7% |
| Participant deferral / active EE | $5,555 | $4,056+37.0% | $5,116+8.6% | $4,212+31.9% |
| Admin fee / account holder | $858 | $7,222-88.1% | $8,919-90.4% | $7,344-88.3% |