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 | $64,165 | $91,418-29.8% | $87,100-26.3% | - |
| Participation rate | 86.9% | 78.6%+8.3pp | 76.9%+10.0pp | - |
| Annual return | 16.27% | 14.06%+2.2pp | 28.19%-11.9pp | - |
| Employer contribution / active EE | $5,272 | $2,156+144.6% | $2,521+109.1% | - |
| Participant deferral / active EE | $2,713 | $3,251-16.5% | $4,049-33.0% | - |
| Admin fee / account holder | $6,217 | $8,929-30.4% | $7,497-17.1% | - |