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 | $31,640 | $76,367-58.6% | $93,606-66.2% | $72,985-56.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.81% | 25.82%-6.0pp | 32.76%-13.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,168 | $2,275+39.2% | $2,718+16.5% | $2,440+29.8% |
| Participant deferral / active EE | $3,025 | $3,538-14.5% | $4,069-25.7% | $3,607-16.1% |
| Admin fee / account holder | $715 | $6,838-89.5% | $7,888-90.9% | $5,124-86.0% |