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 | $212,212 | $132,634+60.0% | $115,768+83.3% | $137,256+54.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 14.73% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,290 | $3,360-2.1% | $2,940+11.9% | $4,156-20.8% |
| Participant deferral / active EE | $8,972 | $5,619+59.7% | $4,917+82.5% | $6,407+40.0% |
| Admin fee / account holder | $8,879 | $15,028-40.9% | $12,439-28.6% | $12,270-27.6% |