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 | $63,104 | $111,090-43.2% | $156,263-59.6% | - |
| Participation rate | 71.7% | 75.0%-3.3pp | 78.9%-7.2pp | - |
| Annual return | 19.06% | 16.66%+2.4pp | 59.47%-40.4pp | - |
| Employer contribution / active EE | $2,919 | $2,524+15.7% | $4,333-32.6% | - |
| Participant deferral / active EE | $6,147 | $4,469+37.5% | $6,158-0.2% | - |
| Admin fee / account holder | $6,603 | $15,012-56.0% | $14,255-53.7% | - |