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 | $225,031 | $148,534+51.5% | $135,903+65.6% | $139,434+61.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 20.00% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $10,392 | $5,243+98.2% | $4,856+114.0% | $4,751+118.7% |
| Participant deferral / active EE | $7,580 | $8,100-6.4% | $7,758-2.3% | $6,710+13.0% |
| Admin fee / account holder | $2,990 | $12,400-75.9% | $10,762-72.2% | $11,403-73.8% |