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 | $222,097 | $111,535+99.1% | $105,223+111.1% | $137,256+61.8% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 17.52% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,393 | $3,939-13.9% | $3,689-8.0% | $4,156-18.4% |
| Participant deferral / active EE | $10,304 | $5,500+87.4% | $5,072+103.2% | $6,407+60.8% |
| Admin fee / account holder | $1,680 | $9,721-82.7% | $8,859-81.0% | $12,270-86.3% |