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 | $243,502 | $157,256+54.8% | $141,162+72.5% | $152,861+59.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 26.35% | 64.32%-38.0pp | 71.39%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $5,467 | $5,261+3.9% | $4,735+15.5% | $4,762+14.8% |
| Participant deferral / active EE | $13,874 | $7,109+95.2% | $6,709+106.8% | $5,850+137.2% |
| Admin fee / account holder | $2,976 | $12,120-75.4% | $10,261-71.0% | $11,596-74.3% |