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 | $143,811 | $127,065+13.2% | $113,168+27.1% | $142,382+1.0% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 14.16% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,091 | $3,442+76.9% | $2,975+104.7% | $4,299+41.7% |
| Participant deferral / active EE | $11,372 | $5,716+98.9% | $5,107+122.7% | $6,507+74.8% |
| Admin fee / account holder | $36,032 | $15,736+129.0% | $12,068+198.6% | $12,624+185.4% |