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 | $222,091 | $210,698+5.4% | $178,014+24.8% | $145,959+52.2% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.1pp | 80.3%+15.0pp |
| Annual return | 17.22% | 386.27%-369.1pp | 294.80%-277.6pp | 561.95%-544.7pp |
| Employer contribution / active EE | $3,326 | $4,567-27.2% | $3,950-15.8% | $4,661-28.6% |
| Participant deferral / active EE | $9,776 | $6,958+40.5% | $6,276+55.8% | $6,689+46.2% |
| Admin fee / account holder | $30,281 | $12,016+152.0% | $10,362+192.2% | $13,398+126.0% |