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 | $21,360 | $147,039-85.5% | $64,056-66.7% | - |
| Participation rate | 94.9% | 70.9%+24.0pp | 72.3%+22.6pp | - |
| Annual return | 16.34% | 7.51%+8.8pp | 33.69%-17.3pp | - |
| Employer contribution / active EE | $873 | $2,405-63.7% | $2,747-68.2% | - |
| Participant deferral / active EE | $2,254 | $3,377-33.2% | $3,880-41.9% | - |
| Admin fee / account holder | $1,333 | $6,926-80.7% | $3,068-56.5% | - |