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 | $228,609 | $165,335+38.3% | $149,696+52.7% | $158,922+43.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.86% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,061 | $5,103-20.4% | $4,644-12.6% | $4,761-14.7% |
| Participant deferral / active EE | $8,144 | $7,181+13.4% | $6,842+19.0% | $5,982+36.1% |
| Admin fee / account holder | $5,961 | $10,807-44.8% | $9,309-36.0% | $11,246-47.0% |