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 | $207,081 | $177,572+16.6% | $154,803+33.8% | $142,382+45.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 12.94% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,259 | $4,810-32.3% | $4,305-24.3% | $4,299-24.2% |
| Participant deferral / active EE | $6,976 | $6,272+11.2% | $5,540+25.9% | $6,507+7.2% |
| Admin fee / account holder | $7,061 | $16,786-57.9% | $14,329-50.7% | $12,624-44.1% |