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 | $154,646 | $111,090+39.2% | $156,263-1.0% | - |
| Participation rate | 85.9% | 75.0%+10.8pp | 78.9%+7.0pp | - |
| Annual return | 17.66% | 16.66%+1.0pp | 59.47%-41.8pp | - |
| Employer contribution / active EE | $1,799 | $2,524-28.7% | $4,333-58.5% | - |
| Participant deferral / active EE | $3,885 | $4,469-13.1% | $6,158-36.9% | - |
| Admin fee / account holder | $386 | $15,012-97.4% | $14,255-97.3% | - |