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 | $107,577 | $295,684-63.6% | $154,803-30.5% | - |
| Participation rate | 75.8% | 53.1%+22.7pp | 78.1%-2.3pp | - |
| Annual return | 15.35% | 11.49%+3.9pp | 58.88%-43.5pp | - |
| Employer contribution / active EE | $2,515 | $1,145+119.7% | $4,305-41.6% | - |
| Participant deferral / active EE | $6,036 | $2,052+194.2% | $5,540+8.9% | - |
| Admin fee / account holder | $8,415 | $60,072-86.0% | $14,329-41.3% | - |