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 | $158,908 | $176,947-10.2% | $116,228+36.7% | - |
| Participation rate | 92.9% | 61.8%+31.1pp | 74.6%+18.4pp | - |
| Annual return | 17.10% | 15.13%+2.0pp | 90.06%-73.0pp | - |
| Employer contribution / active EE | $9,419 | $2,196+328.9% | $2,994+214.5% | - |
| Participant deferral / active EE | $15,311 | $4,114+272.1% | $4,953+209.1% | - |
| Admin fee / account holder | $10,892 | $22,209-51.0% | $11,989-9.1% | - |