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 | $218,724 | $114,381+91.2% | $107,525+103.4% | $142,382+53.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.40% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,897 | $4,015-52.7% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $3,114 | $5,564-44.0% | $5,116-39.1% | $6,507-52.2% |
| Admin fee / account holder | $30,088 | $9,860+205.1% | $8,919+237.4% | $12,624+138.3% |