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 | $76,155 | $100,754-24.4% | $86,677-12.1% | $134,475-43.4% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -15.59% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,499 | $3,489+28.9% | $2,836+58.6% | $4,740-5.1% |
| Participant deferral / active EE | $10,050 | $5,338+88.3% | $4,656+115.9% | $6,400+57.0% |
| Admin fee / account holder | $10,871 | $10,926-0.5% | $7,493+45.1% | $11,426-4.9% |