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 | $224,976 | $94,752+137.4% | $112,887+99.3% | $139,434+61.4% |
| Participation rate | 92.9% | 81.3%+11.6pp | 80.5%+12.4pp | 80.3%+12.5pp |
| Annual return | 23.61% | 40.88%-17.3pp | 34.10%-10.5pp | 372.94%-349.3pp |
| Employer contribution / active EE | $7,591 | $4,625+64.1% | $4,563+66.3% | $4,751+59.8% |
| Participant deferral / active EE | $12,236 | $6,512+87.9% | $6,513+87.9% | $6,710+82.3% |
| Admin fee / account holder | $2,217 | $8,527-74.0% | $7,047-68.5% | $11,403-80.6% |