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 | $75,836 | $100,754-24.7% | $86,677-12.5% | $134,475-43.6% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -18.92% | 29.04%-48.0pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,639 | $3,489+61.6% | $2,836+98.8% | $4,740+19.0% |
| Participant deferral / active EE | $5,969 | $5,338+11.8% | $4,656+28.2% | $6,400-6.7% |
| Admin fee / account holder | $722 | $10,926-93.4% | $7,493-90.4% | $11,426-93.7% |