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 | $224,051 | $201,259+11.3% | $184,200+21.6% | $145,959+53.5% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 16.19% | 28.98%-12.8pp | 28.80%-12.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $12,498 | $7,018+78.1% | $6,424+94.6% | $4,661+168.2% |
| Participant deferral / active EE | $16,306 | $9,806+66.3% | $9,132+78.6% | $6,689+143.8% |
| Admin fee / account holder | $1,438 | $16,372-91.2% | $13,907-89.7% | $13,398-89.3% |