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 | $232,633 | $154,228+50.8% | $145,433+60.0% | $137,256+69.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 19.49% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,877 | $4,804+1.5% | $4,554+7.1% | $4,156+17.3% |
| Participant deferral / active EE | $13,850 | $8,216+68.6% | $7,897+75.4% | $6,407+116.2% |
| Admin fee / account holder | $28,800 | $14,344+100.8% | $13,129+119.4% | $12,270+134.7% |