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 | $236,891 | $126,574+87.2% | $106,213+123.0% | $145,922+62.3% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 17.46% | 224.79%-207.3pp | 116.14%-98.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,414 | $3,730-8.5% | $3,171+7.7% | $4,660-26.7% |
| Participant deferral / active EE | $6,394 | $5,724+11.7% | $5,016+27.5% | $6,688-4.4% |
| Admin fee / account holder | $30,915 | $17,304+78.7% | $11,033+180.2% | $13,397+130.8% |