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 | $248,122 | $111,535+122.5% | $105,223+135.8% | $137,256+80.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,848 | $3,939+23.1% | $3,689+31.4% | $4,156+16.7% |
| Participant deferral / active EE | $12,888 | $5,500+134.3% | $5,072+154.1% | $6,407+101.2% |
| Admin fee / account holder | $1,080 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |