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 6-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 | $78,868 | $100,754-21.7% | $86,677-9.0% | $134,475-41.4% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -16.84% | 29.04%-45.9pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,269 | $3,489-6.3% | $2,836+15.2% | $4,740-31.0% |
| Participant deferral / active EE | $7,821 | $5,338+46.5% | $4,656+68.0% | $6,400+22.2% |
| Admin fee / account holder | $4,191 | $10,926-61.6% | $7,493-44.1% | $11,426-63.3% |