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 | $242,090 | $144,119+68.0% | $117,854+105.4% | $147,584+64.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 13.86% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,088 | $4,896-77.8% | $3,786-71.3% | $4,876-77.7% |
| Participant deferral / active EE | $7,550 | $5,316+42.0% | $4,482+68.5% | $5,439+38.8% |
| Admin fee / account holder | $3,427 | $10,886-68.5% | $8,020-57.3% | $10,885-68.5% |