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 | $78,867 | $87,540-9.9% | $75,781+4.1% | $125,391-37.1% |
| Participation rate | 95.5% | 80.2%+15.3pp | 75.8%+19.6pp | 83.2%+12.3pp |
| Annual return | 0.12% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,123 | $3,930-71.4% | $3,323-66.2% | $4,866-76.9% |
| Participant deferral / active EE | $3,080 | $4,229-27.2% | $3,651-15.7% | $5,352-42.5% |
| Admin fee / account holder | $9,762 | $6,502+50.1% | $5,299+84.2% | $9,540+2.3% |