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 | $64,871 | $175,036-62.9% | $62,929+3.1% | - |
| Participation rate | 100.0% | 60.2%+39.8pp | 73.1%+26.9pp | - |
| Annual return | 14.56% | 15.04%-0.5pp | 1063.93%-1049.4pp | - |
| Employer contribution / active EE | $2,134 | $1,949+9.5% | $2,505-14.8% | - |
| Participant deferral / active EE | $2,478 | $3,720-33.4% | $3,888-36.3% | - |
| Admin fee / account holder | $5,296 | $23,923-77.9% | $5,065+4.6% | - |