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 | $204,099 | $154,228+32.3% | $145,433+40.3% | $137,256+48.7% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 18.63% | 74.59%-56.0pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,675 | $4,804-23.5% | $4,554-19.3% | $4,156-11.6% |
| Participant deferral / active EE | $5,355 | $8,216-34.8% | $7,897-32.2% | $6,407-16.4% |
| Admin fee / account holder | $5,640 | $14,344-60.7% | $13,129-57.0% | $12,270-54.0% |