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 | $28,408 | $65,703-56.8% | $94,224-69.9% | $59,632-52.4% |
| Participation rate | 79.5% | 72.1%+7.4pp | 78.8%+0.7pp | 68.7%+10.8pp |
| Annual return | 0.71% | 5.22%-4.5pp | 10.68%-10.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $985 | $2,021-51.2% | $3,587-72.5% | $2,203-55.3% |
| Participant deferral / active EE | $2,341 | $3,143-25.5% | $4,320-45.8% | $3,192-26.6% |
| Admin fee / account holder | $1,032 | $4,264-75.8% | $6,269-83.5% | $4,297-76.0% |