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 | $229,653 | $159,602+43.9% | $150,045+53.1% | $142,382+61.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 15.94% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,475 | $4,961-9.8% | $4,693-4.6% | $4,299+4.1% |
| Participant deferral / active EE | $14,350 | $8,310+72.7% | $7,997+79.4% | $6,507+120.5% |
| Admin fee / account holder | $19,595 | $14,846+32.0% | $13,435+45.9% | $12,624+55.2% |