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 7-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 | $54,783 | $150,818-63.7% | $75,972-27.9% | - |
| Participation rate | 74.7% | 67.3%+7.4pp | 69.1%+5.7pp | - |
| Annual return | 17.56% | 14.05%+3.5pp | 359.55%-342.0pp | - |
| Employer contribution / active EE | $2,812 | $2,537+10.9% | $2,685+4.8% | - |
| Participant deferral / active EE | $4,011 | $4,233-5.2% | $4,255-5.8% | - |
| Admin fee / account holder | $5,334 | $25,214-78.8% | $6,467-17.5% | - |