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 | $241,120 | $232,540+3.7% | $185,117+30.3% | $147,584+63.4% |
| Participation rate | 92.9% | 82.4%+10.5pp | 77.3%+15.6pp | 82.8%+10.0pp |
| Annual return | 23.54% | 43.03%-19.5pp | 40.50%-17.0pp | 578.55%-555.0pp |
| Employer contribution / active EE | $3,693 | $5,195-28.9% | $4,182-11.7% | $4,876-24.3% |
| Participant deferral / active EE | $9,861 | $5,834+69.0% | $5,045+95.5% | $5,439+81.3% |
| Admin fee / account holder | $9,912 | $10,275-3.5% | $8,159+21.5% | $10,885-8.9% |