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 8-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 | $175,842 | $106,749+64.7% | $145,433+20.9% | $82,448+113.3% |
| Participation rate | 95.4% | 75.6%+19.7pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 27.45% | 27.59%-0.1pp | 66.58%-39.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $10,178 | $3,444+195.5% | $4,554+123.5% | $2,551+299.0% |
| Participant deferral / active EE | $24,128 | $6,519+270.1% | $7,897+205.5% | $4,139+482.9% |
| Admin fee / account holder | $2,149 | $8,390-74.4% | $13,129-83.6% | $7,234-70.3% |