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 | $226,865 | $157,256+44.3% | $141,162+60.7% | $152,861+48.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 26.43% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,763 | $5,261-47.5% | $4,735-41.7% | $4,762-42.0% |
| Participant deferral / active EE | $5,748 | $7,109-19.1% | $6,709-14.3% | $5,850-1.7% |
| Admin fee / account holder | $4,366 | $12,120-64.0% | $10,261-57.4% | $11,596-62.3% |