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 | $210,945 | $127,065+66.0% | $113,168+86.4% | $142,382+48.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 13.14% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,260 | $3,442-34.3% | $2,975-24.0% | $4,299-47.4% |
| Participant deferral / active EE | $9,054 | $5,716+58.4% | $5,107+77.3% | $6,507+39.1% |
| Admin fee / account holder | $1,304 | $15,736-91.7% | $12,068-89.2% | $12,624-89.7% |