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 | $34,346 | $110,257-68.8% | $96,544-64.4% | $139,434-75.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.49% | 26.32%-8.8pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,263 | $3,620-37.5% | $2,965-23.7% | $4,751-52.4% |
| Participant deferral / active EE | $2,427 | $5,548-56.2% | $4,851-50.0% | $6,710-63.8% |
| Admin fee / account holder | $1,639 | $11,591-85.9% | $8,252-80.1% | $11,403-85.6% |