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 | $59,161 | $198,836-70.2% | $103,374-42.8% | - |
| Participation rate | 100.0% | 60.8%+39.2pp | 74.5%+25.5pp | - |
| Annual return | 13.68% | 12.43%+1.3pp | 24.89%-11.2pp | - |
| Employer contribution / active EE | $2,077 | $2,607-20.3% | $3,869-46.3% | - |
| Participant deferral / active EE | $6,673 | $3,407+95.8% | $5,058+31.9% | - |
| Admin fee / account holder | $7,871 | $10,004-21.3% | $8,394-6.2% | - |