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 | $186,018 | $48,230+285.7% | $67,502+175.6% | $80,856+130.1% |
| Participation rate | 82.8% | 66.4%+16.4pp | 72.9%+9.9pp | 67.6%+15.1pp |
| Annual return | 16.05% | 18.28%-2.2pp | 3512.12%-3496.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,387 | $2,020+67.7% | $2,731+24.0% | $2,755+22.9% |
| Participant deferral / active EE | $4,912 | $2,924+68.0% | $4,000+22.8% | $4,296+14.3% |
| Admin fee / account holder | $30,160 | $3,681+719.3% | $3,998+654.4% | $6,918+336.0% |