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 | $243,636 | $165,984+46.8% | $164,813+47.8% | $145,922+67.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 13.13% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,522 | $5,273-33.2% | $4,341-18.9% | $4,660-24.4% |
| Participant deferral / active EE | $8,129 | $6,959+16.8% | $6,031+34.8% | $6,688+21.6% |
| Admin fee / account holder | $21,943 | $16,648+31.8% | $12,690+72.9% | $13,397+63.8% |