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 | $215,574 | $165,335+30.4% | $149,696+44.0% | $158,922+35.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 156.09% | 348.15%-192.1pp | 276.60%-120.5pp | 302.83%-146.7pp |
| Employer contribution / active EE | $10,371 | $5,103+103.2% | $4,644+123.3% | $4,761+117.8% |
| Participant deferral / active EE | $8,191 | $7,181+14.1% | $6,842+19.7% | $5,982+36.9% |
| Admin fee / account holder | $2,578 | $10,807-76.1% | $9,309-72.3% | $11,246-77.1% |