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 8-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 | $55,612 | $67,411-17.5% | $91,001-38.9% | $70,131-20.7% |
| Participation rate | 89.7% | 71.4%+18.3pp | 75.6%+14.1pp | 69.5%+20.1pp |
| Annual return | 17.78% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $509 | $1,786-71.5% | $2,456-79.3% | $2,342-78.3% |
| Participant deferral / active EE | $3,037 | $2,823+7.6% | $3,547-14.4% | $3,332-8.8% |
| Admin fee / account holder | $1,661 | $4,236-60.8% | $5,417-69.3% | $4,645-64.2% |