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 | $206,014 | $183,963+12.0% | $162,163+27.0% | $152,861+34.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 22.66% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,330 | $6,371-47.7% | $5,614-40.7% | $4,762-30.1% |
| Participant deferral / active EE | $4,440 | $8,034-44.7% | $7,298-39.2% | $5,850-24.1% |
| Admin fee / account holder | $1,386 | $13,121-89.4% | $10,843-87.2% | $11,596-88.1% |