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 3-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 | $48,521 | $46,869+3.5% | $122,332-60.3% | $70,131-30.8% |
| Participation rate | 71.0% | 58.2%+12.8pp | 71.6%-0.7pp | 69.5%+1.4pp |
| Annual return | 15.59% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,441 | $1,288+11.9% | $4,050-64.4% | $2,342-38.5% |
| Participant deferral / active EE | $2,334 | $2,166+7.7% | $3,287-29.0% | $3,332-30.0% |
| Admin fee / account holder | $4,240 | $3,322+27.6% | $5,478-22.6% | $4,645-8.7% |