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 | $233,885 | $179,726+30.1% | $156,263+49.7% | $142,382+64.3% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 17.66% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,550 | $5,069-49.7% | $4,333-41.2% | $4,299-40.7% |
| Participant deferral / active EE | $10,963 | $6,956+57.6% | $6,158+78.0% | $6,507+68.5% |
| Admin fee / account holder | $9,196 | $17,272-46.8% | $14,255-35.5% | $12,624-27.2% |