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 10-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 | $96,118 | $176,812-45.6% | $146,665-34.5% | $167,490-42.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.82% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,117 | $5,160-20.2% | $4,136-0.5% | $4,837-14.9% |
| Participant deferral / active EE | $4,292 | $6,440-33.3% | $5,506-22.0% | $6,341-32.3% |
| Admin fee / account holder | $1,463 | $13,259-89.0% | $10,280-85.8% | $12,309-88.1% |