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 5-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 | $133,047 | $78,953+68.5% | $113,168+17.6% | - |
| Participation rate | 78.8% | 68.2%+10.6pp | 76.6%+2.2pp | - |
| Annual return | 28.67% | 14.87%+13.8pp | 24.27%+4.4pp | - |
| Employer contribution / active EE | $2,933 | $2,126+38.0% | $2,975-1.4% | - |
| Participant deferral / active EE | $7,963 | $4,324+84.1% | $5,107+55.9% | - |
| Admin fee / account holder | $3,055 | $5,008-39.0% | $12,068-74.7% | - |