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 | $232,182 | $124,281+86.8% | $109,143+112.7% | $167,490+38.6% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 12.27% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,574 | $4,207+8.7% | $3,722+22.9% | $4,837-5.5% |
| Participant deferral / active EE | $10,859 | $5,255+106.6% | $4,653+133.4% | $6,341+71.2% |
| Admin fee / account holder | $15,515 | $7,970+94.7% | $6,752+129.8% | $12,309+26.0% |