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 | $35,256 | $62,891-43.9% | - | $62,891-43.9% |
| Participation rate | 92.0% | 69.3%+22.7pp | - | 69.3%+22.7pp |
| Annual return | 11.20% | 20.14%-8.9pp | - | 20.14%-8.9pp |
| Employer contribution / active EE | $2,457 | $2,281+7.7% | - | $2,281+7.7% |
| Participant deferral / active EE | $1,792 | $3,203-44.0% | - | $3,203-44.0% |
| Admin fee / account holder | $357 | $4,296-91.7% | - | $4,296-91.7% |