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 | $53,047 | $49,227+7.8% | $70,449-24.7% | $79,858-33.6% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.1%+17.1pp | 69.6%+22.6pp |
| Annual return | 11.93% | 30.06%-18.1pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,292 | $2,768-53.3% | $3,709-65.2% | $3,740-65.5% |
| Admin fee / account holder | $4,115 | $2,878+43.0% | $3,845+7.0% | $5,306-22.4% |