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 | $22,453 | $78,988-71.6% | - | $273,961-91.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | - | 83.0%+4.5pp |
| Annual return | 3.70% | 18.48%-14.8pp | - | 41.45%-37.8pp |
| Employer contribution / active EE | $6,005 | $4,066+47.7% | - | $4,869+23.3% |
| Participant deferral / active EE | $3,430 | $3,397+1.0% | - | $5,287-35.1% |
| Admin fee / account holder | $937 | $13,270-92.9% | - | $10,132-90.8% |