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 | $69,820 | $106,515-34.5% | $96,683-27.8% | $139,434-49.9% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 16.93% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,792 | $4,103-56.3% | $3,737-52.1% | $4,751-62.3% |
| Participant deferral / active EE | $4,377 | $5,454-19.7% | $4,878-10.3% | $6,710-34.8% |
| Admin fee / account holder | $6,645 | $7,877-15.6% | $6,730-1.3% | $11,403-41.7% |