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 | $87,165 | $25,014+248.5% | $69,701+25.1% | $80,874+7.8% |
| Participation rate | 96.3% | 64.2%+32.1pp | 66.4%+29.9pp | 67.6%+28.7pp |
| Annual return | 12.07% | 19.07%-7.0pp | 100.32%-88.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,604 | $993+162.2% | $1,713+52.0% | $2,756-5.5% |
| Participant deferral / active EE | $4,072 | $1,839+121.4% | $2,887+41.0% | $4,297-5.2% |
| Admin fee / account holder | $1,375 | $2,488-44.7% | $4,717-70.9% | $6,935-80.2% |