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 | $225,786 | $148,534+52.0% | $135,903+66.1% | $139,434+61.9% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 17.11% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,847 | $5,243+30.6% | $4,856+41.0% | $4,751+44.1% |
| Participant deferral / active EE | $8,311 | $8,100+2.6% | $7,758+7.1% | $6,710+23.9% |
| Admin fee / account holder | $149,509 | $12,400+1105.7% | $10,762+1289.2% | $11,403+1211.2% |