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 | $220,313 | $183,519+20.0% | $155,509+41.7% | $145,922+51.0% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 10.53% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,800 | $5,313+28.0% | $4,672+45.5% | $4,660+45.9% |
| Participant deferral / active EE | $8,027 | $6,462+24.2% | $5,626+42.7% | $6,688+20.0% |
| Admin fee / account holder | $6,441 | $19,313-66.6% | $15,912-59.5% | $13,397-51.9% |