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 | $249,176 | $167,307+48.9% | $143,757+73.3% | $134,475+85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 17.54% | 0.46%+17.1pp | -0.04%+17.6pp | 417.96%-400.4pp |
| Employer contribution / active EE | $2,468 | $5,619-56.1% | $4,951-50.2% | $4,740-47.9% |
| Participant deferral / active EE | $8,259 | $6,446+28.1% | $5,637+46.5% | $6,400+29.0% |
| Admin fee / account holder | $1,581 | $18,088-91.3% | $14,673-89.2% | $11,426-86.2% |