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 5-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 | $46,620 | $46,553+0.1% | $64,056-27.2% | $75,163-38.0% |
| Participation rate | 77.2% | 65.9%+11.3pp | 72.3%+4.9pp | 67.2%+10.0pp |
| Annual return | 15.94% | 26.03%-10.1pp | 33.69%-17.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $978 | $1,974-50.4% | $2,747-64.4% | $2,670-63.4% |
| Participant deferral / active EE | $4,053 | $2,837+42.9% | $3,880+4.5% | $4,125-1.7% |
| Admin fee / account holder | $1,363 | $2,952-53.8% | $3,068-55.6% | $5,651-75.9% |