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 | $101,956 | $94,529+7.9% | $140,016-27.2% | $64,186+58.8% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+25.9pp |
| Annual return | 7.69% | 7.77%-0.1pp | 651.12%-643.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $3,500 | $3,812-8.2% | $5,606-37.6% | $2,381+47.0% |
| Participant deferral / active EE | $4,685 | $5,250-10.8% | $6,927-32.4% | $3,470+35.0% |
| Admin fee / account holder | $5,875 | $6,741-12.8% | $10,705-45.1% | $4,888+20.2% |