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 | $81,483 | $95,803-14.9% | $113,168-28.0% | $84,808-3.9% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,694 | $2,360-28.2% | $2,975-43.1% | $2,631-35.6% |
| Participant deferral / active EE | $3,277 | $4,242-22.7% | $5,107-35.8% | $4,212-22.2% |
| Admin fee / account holder | $17,861 | $8,989+98.7% | $12,068+48.0% | $7,344+143.2% |