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 | $51,011 | $86,929-41.3% | $102,423-50.2% | $80,856-36.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.27% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,597 | $2,369-32.6% | $3,023-47.2% | $2,755-42.0% |
| Participant deferral / active EE | $4,157 | $4,118+0.9% | $5,053-17.7% | $4,296-3.2% |
| Admin fee / account holder | $8,205 | $8,049+1.9% | $9,451-13.2% | $6,918+18.6% |