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 | $31,518 | $40,256-21.7% | $57,343-45.0% | $59,632-47.1% |
| Participation rate | 77.9% | 69.2%+8.7pp | 75.1%+2.8pp | 68.7%+9.2pp |
| Annual return | 0.11% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,869 | $1,922-2.8% | $2,689-30.5% | $2,203-15.2% |
| Participant deferral / active EE | $1,142 | $2,399-52.4% | $3,162-63.9% | $3,192-64.2% |
| Admin fee / account holder | $2,248 | $2,818-20.2% | $3,356-33.0% | $4,297-47.7% |