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 | $46,338 | $86,929-46.7% | $102,423-54.8% | $80,856-42.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.04% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,539 | $2,369-35.0% | $3,023-49.1% | $2,755-44.1% |
| Participant deferral / active EE | $2,080 | $4,118-49.5% | $5,053-58.8% | $4,296-51.6% |
| Admin fee / account holder | $938 | $8,049-88.3% | $9,451-90.1% | $6,918-86.4% |