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 | $244,109 | $138,065+76.8% | $123,544+97.6% | $135,375+80.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 4.95% | 153.68%-148.7pp | 119.20%-114.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $3,861 | $5,151-25.1% | $4,628-16.6% | $4,779-19.2% |
| Participant deferral / active EE | $7,694 | $6,799+13.2% | $6,426+19.7% | $5,609+37.2% |
| Admin fee / account holder | $98,886 | $10,916+805.9% | $9,284+965.1% | $10,827+813.3% |