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 | $224,331 | $165,335+35.7% | $149,696+49.9% | $158,922+41.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 15.85% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,290 | $5,103-15.9% | $4,644-7.6% | $4,761-9.9% |
| Participant deferral / active EE | $9,202 | $7,181+28.1% | $6,842+34.5% | $5,982+53.8% |
| Admin fee / account holder | $2,499 | $10,807-76.9% | $9,309-73.2% | $11,246-77.8% |