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 | $225,038 | $138,065+63.0% | $123,544+82.2% | $135,375+66.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 2.31% | 153.68%-151.4pp | 119.20%-116.9pp | 519.73%-517.4pp |
| Employer contribution / active EE | $4,699 | $5,151-8.8% | $4,628+1.5% | $4,779-1.7% |
| Participant deferral / active EE | $7,107 | $6,799+4.5% | $6,426+10.6% | $5,609+26.7% |
| Admin fee / account holder | $1,035 | $10,916-90.5% | $9,284-88.8% | $10,827-90.4% |