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 | $90,568 | $63,138+43.4% | $96,562-6.2% | - |
| Participation rate | 72.7% | 51.5%+21.3pp | 69.8%+2.9pp | - |
| Annual return | 11.65% | 9.15%+2.5pp | 37.78%-26.1pp | - |
| Employer contribution / active EE | $1,373 | $927+48.1% | $2,356-41.8% | - |
| Participant deferral / active EE | $4,308 | $2,358+82.7% | $3,849+11.9% | - |
| Admin fee / account holder | $2,498 | $3,542-29.5% | $6,181-59.6% | - |