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 | $223,183 | $183,519+21.6% | $155,509+43.5% | $145,922+52.9% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 31.87% | 61.17%-29.3pp | 64.67%-32.8pp | 561.29%-529.4pp |
| Employer contribution / active EE | $2,895 | $5,313-45.5% | $4,672-38.0% | $4,660-37.9% |
| Participant deferral / active EE | $9,437 | $6,462+46.0% | $5,626+67.7% | $6,688+41.1% |
| Admin fee / account holder | $1,672 | $19,313-91.3% | $15,912-89.5% | $13,397-87.5% |