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 | $72,586 | $57,380+26.5% | $71,209+1.9% | - |
| Participation rate | 100.0% | 61.9%+38.1pp | 73.8%+26.2pp | - |
| Annual return | 13.30% | 13.03%+0.3pp | 282.51%-269.2pp | - |
| Employer contribution / active EE | $6,162 | $2,842+116.8% | $2,721+126.5% | - |
| Participant deferral / active EE | $5,550 | $3,790+46.4% | $4,175+32.9% | - |
| Admin fee / account holder | $4,333 | $2,851+51.9% | $5,349-19.0% | - |