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 | $87,049 | $64,121+35.8% | $78,805+10.5% | $116,875-25.5% |
| Participation rate | 98.5% | 71.0%+27.6pp | 73.6%+25.0pp | 74.5%+24.0pp |
| Annual return | 19.38% | 16.32%+3.1pp | -2.71%+22.1pp | 16.29%+3.1pp |
| Employer contribution / active EE | $2,719 | $2,257+20.4% | $4,059-33.0% | $3,288-17.3% |
| Participant deferral / active EE | $4,291 | $2,757+55.7% | $3,584+19.7% | $3,885+10.5% |
| Admin fee / account holder | $9,301 | $5,745+61.9% | $5,677+63.8% | $12,263-24.2% |