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 | $229,295 | $114,381+100.5% | $107,525+113.2% | $142,382+61.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 13.72% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,714 | $4,015-32.4% | $3,754-27.7% | $4,299-36.9% |
| Participant deferral / active EE | $4,498 | $5,564-19.2% | $5,116-12.1% | $6,507-30.9% |
| Admin fee / account holder | $77,652 | $9,860+687.5% | $8,919+770.7% | $12,624+515.1% |