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 6-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 | $223,562 | $159,901+39.8% | $146,958+52.1% | $145,922+53.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.68% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,929 | $5,286+12.2% | $4,933+20.2% | $4,660+27.2% |
| Participant deferral / active EE | $15,500 | $8,428+83.9% | $8,070+92.1% | $6,688+131.8% |
| Admin fee / account holder | $1,523 | $15,044-89.9% | $12,998-88.3% | $13,397-88.6% |