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 | $207,146 | $148,534+39.5% | $135,903+52.4% | $139,434+48.6% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 15.67% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,589 | $5,243-69.7% | $4,856-67.3% | $4,751-66.6% |
| Participant deferral / active EE | $10,276 | $8,100+26.9% | $7,758+32.5% | $6,710+53.1% |
| Admin fee / account holder | $7,469 | $12,400-39.8% | $10,762-30.6% | $11,403-34.5% |