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 | $173,634 | $79,753+117.7% | $106,201+63.5% | - |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.3%+23.7pp | - |
| Annual return | 13.75% | 10.43%+3.3pp | 116.26%-102.5pp | - |
| Employer contribution / active EE | $5,749 | $2,584+122.5% | $3,170+81.4% | - |
| Participant deferral / active EE | $8,758 | $4,151+111.0% | $5,012+74.7% | - |
| Admin fee / account holder | $3,951 | $4,140-4.6% | $11,039-64.2% | - |