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 | $206,793 | $168,082+23.0% | $150,045+37.8% | - |
| Participation rate | 84.8% | 71.4%+13.4pp | 82.3%+2.5pp | - |
| Annual return | 15.97% | 24.81%-8.8pp | 62.55%-46.6pp | - |
| Employer contribution / active EE | $3,220 | $3,603-10.6% | $4,693-31.4% | - |
| Participant deferral / active EE | $13,965 | $7,053+98.0% | $7,997+74.6% | - |
| Admin fee / account holder | $18,184 | $7,866+131.2% | $13,435+35.3% | - |