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 | $191,757 | $159,602+20.1% | $150,045+27.8% | $142,382+34.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $22,472 | $4,961+353.0% | $4,693+378.8% | $4,299+422.7% |
| Participant deferral / active EE | $14,825 | $8,310+78.4% | $7,997+85.4% | $6,507+127.8% |
| Admin fee / account holder | $5,311 | $14,846-64.2% | $13,435-60.5% | $12,624-57.9% |