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 | $39,978 | $45,566-12.3% | $64,105-37.6% | $59,632-33.0% |
| Participation rate | 70.4% | 60.2%+10.2pp | 68.2%+2.2pp | 68.7%+1.7pp |
| Annual return | 0.52% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,221 | $934+30.7% | $1,820-32.9% | $2,203-44.6% |
| Participant deferral / active EE | $2,576 | $2,057+25.3% | $2,822-8.7% | $3,192-19.3% |
| Admin fee / account holder | $1,732 | $3,268-47.0% | $4,499-61.5% | $4,297-59.7% |