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 | $181,359 | $123,793+46.5% | $177,821+2.0% | $79,858+127.1% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 24.50% | 22.82%+1.7pp | 48.32%-23.8pp | 31.71%-7.2pp |
| Employer contribution / active EE | $5,411 | $4,095+32.1% | $5,918-8.6% | $2,471+119.0% |
| Participant deferral / active EE | $14,888 | $5,956+149.9% | $7,714+93.0% | $3,740+298.1% |
| Admin fee / account holder | $26,612 | $7,243+267.4% | $12,427+114.1% | $5,306+401.5% |