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 | $187,709 | $48,076+290.4% | $78,689+138.5% | $62,891+198.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 18.24% | 31.35%-13.1pp | 62.18%-43.9pp | 20.14%-1.9pp |
| Employer contribution / active EE | $16,978 | $2,015+742.7% | $2,851+495.6% | $2,281+644.3% |
| Participant deferral / active EE | $11,475 | $2,588+343.4% | $3,517+226.3% | $3,203+258.3% |
| Admin fee / account holder | $5,529 | $3,207+72.4% | $4,510+22.6% | $4,296+28.7% |