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 | $29,698 | $50,958-41.7% | $74,550-60.2% | $64,186-53.7% |
| Participation rate | 91.9% | 61.1%+30.8pp | 69.1%+22.7pp | 69.6%+22.3pp |
| Annual return | 0.65% | -1.86%+2.5pp | 32.53%-31.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,056 | $1,115-5.3% | $1,961-46.1% | $2,381-55.6% |
| Participant deferral / active EE | $2,639 | $2,301+14.7% | $3,108-15.1% | $3,470-23.9% |
| Admin fee / account holder | $9,921 | $4,223+135.0% | $5,060+96.1% | $4,888+103.0% |