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 7-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 | $53,631 | $103,376-48.1% | $87,100-38.4% | $152,861-64.9% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $677 | $3,220-79.0% | $2,521-73.2% | $4,762-85.8% |
| Participant deferral / active EE | $2,414 | $4,778-49.5% | $4,049-40.4% | $5,850-58.7% |
| Admin fee / account holder | $1,789 | $12,205-85.3% | $7,497-76.1% | $11,596-84.6% |