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 | $164,779 | $290,732-43.3% | $200,582-17.8% | - |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.9%+8.1pp | - |
| Annual return | 23.67% | 14.10%+9.6pp | 42.33%-18.7pp | - |
| Employer contribution / active EE | $8,435 | $5,017+68.1% | $6,419+31.4% | - |
| Participant deferral / active EE | $17,288 | $8,241+109.8% | $9,331+85.3% | - |
| Admin fee / account holder | $6,134 | $8,656-29.1% | $16,305-62.4% | - |