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 4-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 | $35,299 | $86,929-59.4% | $102,423-65.5% | $80,856-56.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.95% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,936 | $2,369-18.3% | $3,023-36.0% | $2,755-29.7% |
| Participant deferral / active EE | $2,810 | $4,118-31.8% | $5,053-44.4% | $4,296-34.6% |
| Admin fee / account holder | $3,779 | $8,049-53.1% | $9,451-60.0% | $6,918-45.4% |