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 | $208,292 | $148,534+40.2% | $135,903+53.3% | $139,434+49.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.65% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $16,895 | $5,243+222.2% | $4,856+247.9% | $4,751+255.6% |
| Participant deferral / active EE | $11,662 | $8,100+44.0% | $7,758+50.3% | $6,710+73.8% |
| Admin fee / account holder | $1,253 | $12,400-89.9% | $10,762-88.4% | $11,403-89.0% |