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 | $78,739 | $100,754-21.9% | $86,677-9.2% | $134,475-41.4% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -19.28% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,963 | $3,489+42.2% | $2,836+75.0% | $4,740+4.7% |
| Participant deferral / active EE | $6,405 | $5,338+20.0% | $4,656+37.6% | $6,400+0.1% |
| Admin fee / account holder | $680 | $10,926-93.8% | $7,493-90.9% | $11,426-94.0% |