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 | $64,199 | $86,929-26.1% | $102,423-37.3% | $80,856-20.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.64% | 18.88%-0.2pp | 29.32%-10.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,505 | $2,369-36.5% | $3,023-50.2% | $2,755-45.4% |
| Participant deferral / active EE | $2,661 | $4,118-35.4% | $5,053-47.3% | $4,296-38.1% |
| Admin fee / account holder | $1,187 | $8,049-85.2% | $9,451-87.4% | $6,918-82.8% |