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 | $76,977 | $154,117-50.1% | $129,995-40.8% | $139,434-44.8% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 16.74% | 32.48%-15.7pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,026 | $5,289-61.7% | $4,320-53.1% | $4,751-57.4% |
| Participant deferral / active EE | $3,068 | $6,710-54.3% | $5,820-47.3% | $6,710-54.3% |
| Admin fee / account holder | $2,147 | $14,007-84.7% | $10,614-79.8% | $11,403-81.2% |