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 | $98,116 | $85,766+14.4% | $136,294-28.0% | $70,131+39.9% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 25.20% | 31.45%-6.2pp | 5155.94%-5130.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $12,958 | $2,966+336.9% | $4,695+176.0% | $2,342+453.2% |
| Participant deferral / active EE | $10,137 | $5,051+100.7% | $6,247+62.3% | $3,332+204.2% |
| Admin fee / account holder | $2,601 | $5,420-52.0% | $9,243-71.9% | $4,645-44.0% |