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 9-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 | $76,054 | $100,754-24.5% | $86,677-12.3% | $134,475-43.4% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -11.70% | 29.04%-40.7pp | 35.91%-47.6pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,160 | $3,489-38.1% | $2,836-23.8% | $4,740-54.4% |
| Participant deferral / active EE | $3,709 | $5,338-30.5% | $4,656-20.3% | $6,400-42.0% |
| Admin fee / account holder | $2,037 | $10,926-81.4% | $7,493-72.8% | $11,426-82.2% |