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 | $61,217 | $112,729-45.7% | $98,716-38.0% | $137,256-55.4% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.3%+9.7pp | 80.0%-1.0pp |
| Annual return | 18.07% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,358 | $2,725-13.5% | $2,279+3.5% | $4,156-43.3% |
| Participant deferral / active EE | $3,608 | $4,640-22.2% | $4,048-10.9% | $6,407-43.7% |
| Admin fee / account holder | $4,365 | $10,129-56.9% | $8,703-49.8% | $12,270-64.4% |