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 | $84,897 | $78,953+7.5% | $113,168-25.0% | - |
| Participation rate | 78.8% | 68.2%+10.6pp | 76.6%+2.2pp | - |
| Annual return | 14.63% | 14.87%-0.2pp | 24.27%-9.6pp | - |
| Employer contribution / active EE | $2,345 | $2,126+10.3% | $2,975-21.2% | - |
| Participant deferral / active EE | $4,653 | $4,324+7.6% | $5,107-8.9% | - |
| Admin fee / account holder | $1,437 | $5,008-71.3% | $12,068-88.1% | - |