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 | $203,184 | $175,202+16.0% | $149,673+35.8% | $139,434+45.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 13.10% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,014 | $5,474-26.7% | $4,818-16.7% | $4,751-15.5% |
| Participant deferral / active EE | $5,770 | $6,519-11.5% | $5,680+1.6% | $6,710-14.0% |
| Admin fee / account holder | $44,388 | $16,150+174.8% | $13,210+236.0% | $11,403+289.3% |