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 | $71,010 | $86,929-18.3% | $102,423-30.7% | $80,856-12.2% |
| Participation rate | 81.7% | 72.4%+9.3pp | 76.5%+5.2pp | 67.6%+14.0pp |
| Annual return | 18.03% | 18.88%-0.9pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,019 | $2,369-57.0% | $3,023-66.3% | $2,755-63.0% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $17,740 | $8,049+120.4% | $9,451+87.7% | $6,918+156.4% |