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 | $210,614 | $175,202+20.2% | $149,673+40.7% | $139,434+51.0% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 16.80% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $5,013 | $5,474-8.4% | $4,818+4.1% | $4,751+5.5% |
| Participant deferral / active EE | $6,018 | $6,519-7.7% | $5,680+6.0% | $6,710-10.3% |
| Admin fee / account holder | $3,025 | $16,150-81.3% | $13,210-77.1% | $11,403-73.5% |