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 4-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 | $195,553 | $159,901+22.3% | $146,958+33.1% | $145,922+34.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.12% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,290 | $5,286-56.7% | $4,933-53.6% | $4,660-50.8% |
| Participant deferral / active EE | $5,313 | $8,428-37.0% | $8,070-34.2% | $6,688-20.5% |
| Admin fee / account holder | $3,345 | $15,044-77.8% | $12,998-74.3% | $13,397-75.0% |