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 | $247,897 | $180,749+37.2% | $160,784+54.2% | $137,256+80.6% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.0%+9.7pp | 80.0%+6.7pp |
| Annual return | 15.40% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,890 | $4,155+17.7% | $3,733+31.0% | $4,156+17.7% |
| Participant deferral / active EE | $8,922 | $6,844+30.4% | $6,293+41.8% | $6,407+39.3% |
| Admin fee / account holder | $2,760 | $10,397-73.5% | $9,717-71.6% | $12,270-77.5% |