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 | $247,672 | $202,156+22.5% | $184,203+34.5% | - |
| Participation rate | 98.0% | 85.7%+12.3pp | 86.8%+11.2pp | - |
| Annual return | 12.90% | 6.91%+6.0pp | 28.81%-15.9pp | - |
| Employer contribution / active EE | $6,679 | $4,387+52.2% | $6,427+3.9% | - |
| Participant deferral / active EE | $6,107 | $6,520-6.3% | $9,131-33.1% | - |
| Admin fee / account holder | $16,316 | $12,473+30.8% | $13,901+17.4% | - |