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 | $187,465 | $157,256+19.2% | $141,162+32.8% | $152,861+22.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 19.12% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,725 | $5,261-48.2% | $4,735-42.5% | $4,762-42.8% |
| Participant deferral / active EE | $7,967 | $7,109+12.1% | $6,709+18.8% | $5,850+36.2% |
| Admin fee / account holder | $1,610 | $12,120-86.7% | $10,261-84.3% | $11,596-86.1% |