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 | $241,628 | $159,901+51.1% | $146,958+64.4% | $145,922+65.6% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 23.15% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,286 | $5,286-37.8% | $4,933-33.4% | $4,660-29.5% |
| Participant deferral / active EE | $9,112 | $8,428+8.1% | $8,070+12.9% | $6,688+36.3% |
| Admin fee / account holder | $4,294 | $15,044-71.5% | $12,998-67.0% | $13,397-68.0% |