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 | $237,076 | $157,256+50.8% | $141,162+67.9% | $152,861+55.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 17.11% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $8,537 | $5,261+62.3% | $4,735+80.3% | $4,762+79.3% |
| Participant deferral / active EE | $6,518 | $7,109-8.3% | $6,709-2.8% | $5,850+11.4% |
| Admin fee / account holder | $4,050 | $12,120-66.6% | $10,261-60.5% | $11,596-65.1% |