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 | $208,515 | $157,256+32.6% | $141,162+47.7% | $152,861+36.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.12% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,015 | $5,261-4.7% | $4,735+5.9% | $4,762+5.3% |
| Participant deferral / active EE | $13,198 | $7,109+85.6% | $6,709+96.7% | $5,850+125.6% |
| Admin fee / account holder | $2,130 | $12,120-82.4% | $10,261-79.2% | $11,596-81.6% |