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 | $60,095 | $60,243-0.2% | $86,612-30.6% | - |
| Participation rate | 88.9% | 60.8%+28.1pp | 71.7%+17.2pp | - |
| Annual return | 18.99% | 59.27%-40.3pp | 591.07%-572.1pp | - |
| Employer contribution / active EE | $4,640 | $2,261+105.2% | $3,022+53.5% | - |
| Participant deferral / active EE | $7,168 | $2,994+139.4% | $4,438+61.5% | - |
| Admin fee / account holder | $2,583 | $4,652-44.5% | $5,614-54.0% | - |