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 | $236,950 | $91,538+158.9% | $129,995+82.3% | $75,163+215.2% |
| Participation rate | 93.9% | 71.4%+22.5pp | 78.5%+15.5pp | 67.2%+26.7pp |
| Annual return | 15.93% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,046 | $2,845+42.2% | $4,320-6.3% | $2,670+51.5% |
| Participant deferral / active EE | $6,361 | $4,341+46.5% | $5,820+9.3% | $4,125+54.2% |
| Admin fee / account holder | $11,303 | $6,790+66.5% | $10,614+6.5% | $5,651+100.0% |