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 | $32,044 | $48,313-33.7% | $73,307-56.3% | $52,331-38.8% |
| Participation rate | 79.2% | 68.6%+10.7pp | 74.9%+4.3pp | 68.1%+11.1pp |
| Annual return | 0.96% | 3.85%-2.9pp | 5.67%-4.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,017 | $1,661-38.8% | $3,237-68.6% | $1,882-46.0% |
| Participant deferral / active EE | $2,560 | $4,189-38.9% | $4,991-48.7% | $3,022-15.3% |
| Admin fee / account holder | $312 | $404-22.9% | $5,637-94.5% | $592-47.3% |