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 | $194,471 | $148,534+30.9% | $135,903+43.1% | $139,434+39.5% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 13.00% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,760 | $5,243-28.3% | $4,856-22.6% | $4,751-20.9% |
| Participant deferral / active EE | $4,160 | $8,100-48.6% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $1,957 | $12,400-84.2% | $10,762-81.8% | $11,403-82.8% |