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 | $201,439 | $74,888+169.0% | $71,209+182.9% | $142,382+41.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.63% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,307 | $2,854-54.2% | $2,721-52.0% | $4,299-69.6% |
| Participant deferral / active EE | $1,859 | $4,454-58.3% | $4,175-55.5% | $6,507-71.4% |
| Admin fee / account holder | $1,750 | $5,568-68.6% | $5,349-67.3% | $12,624-86.1% |