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 | $62,961 | $54,364+15.8% | $77,999-19.3% | - |
| Participation rate | 83.8% | 73.9%+10.0pp | 75.5%+8.3pp | - |
| Annual return | 12.40% | 2.71%+9.7pp | 425.96%-413.6pp | - |
| Employer contribution / active EE | $1,877 | $1,328+41.4% | $2,470-24.0% | - |
| Participant deferral / active EE | $4,332 | $2,800+54.7% | $3,497+23.9% | - |
| Admin fee / account holder | $3,686 | $3,826-3.7% | $5,480-32.7% | - |