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 | $165,333 | $78,953+109.4% | $113,168+46.1% | - |
| Participation rate | 98.0% | 68.2%+29.8pp | 76.6%+21.4pp | - |
| Annual return | 19.35% | 14.87%+4.5pp | 24.27%-4.9pp | - |
| Employer contribution / active EE | $4,585 | $2,126+115.7% | $2,975+54.1% | - |
| Participant deferral / active EE | $10,440 | $4,324+141.4% | $5,107+104.4% | - |
| Admin fee / account holder | $5,823 | $5,008+16.3% | $12,068-51.7% | - |