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 | $236,750 | $99,985+136.8% | $146,665+61.4% | $85,850+175.8% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 24.82% | 18.93%+5.9pp | 22.74%+2.1pp | 318.53%-293.7pp |
| Employer contribution / active EE | $1,030 | $2,559-59.8% | $4,136-75.1% | $2,565-59.9% |
| Participant deferral / active EE | $3,390 | $4,006-15.4% | $5,506-38.4% | $3,952-14.2% |
| Admin fee / account holder | $35,477 | $7,702+360.6% | $10,280+245.1% | $6,260+466.7% |