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 | $104,697 | $85,766+22.1% | $136,294-23.2% | $70,131+49.3% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 20.69% | 31.45%-10.8pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,933 | $2,966+133.8% | $4,695+47.7% | $2,342+196.0% |
| Participant deferral / active EE | $11,584 | $5,051+129.3% | $6,247+85.4% | $3,332+247.7% |
| Admin fee / account holder | $1,217 | $5,420-77.5% | $9,243-86.8% | $4,645-73.8% |