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 | $53,906 | $100,754-46.5% | $86,677-37.8% | $134,475-59.9% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -11.78% | 29.04%-40.8pp | 35.91%-47.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,480 | $3,489-57.6% | $2,836-47.8% | $4,740-68.8% |
| Participant deferral / active EE | $2,050 | $5,338-61.6% | $4,656-56.0% | $6,400-68.0% |
| Admin fee / account holder | $3,048 | $10,926-72.1% | $7,493-59.3% | $11,426-73.3% |