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 | $29,044 | $77,813-62.7% | $123,544-76.5% | $64,186-54.8% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.3%-2.6pp | 69.6%+10.1pp |
| Annual return | 0.19% | 12.48%-12.3pp | 119.20%-119.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,461 | $3,014-51.5% | $4,628-68.4% | $2,381-38.6% |
| Participant deferral / active EE | $5,169 | $5,240-1.3% | $6,426-19.5% | $3,470+49.0% |
| Admin fee / account holder | $11,872 | $5,519+115.1% | $9,284+27.9% | $4,888+142.9% |