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 | $187,952 | $165,335+13.7% | $149,696+25.6% | $158,922+18.3% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 14.26% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,649 | $5,103-28.5% | $4,644-21.4% | $4,761-23.4% |
| Participant deferral / active EE | $6,924 | $7,181-3.6% | $6,842+1.2% | $5,982+15.7% |
| Admin fee / account holder | $2,055 | $10,807-81.0% | $9,309-77.9% | $11,246-81.7% |