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 | $213,064 | $209,411+1.7% | $178,490+19.4% | $158,922+34.1% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 10.34% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,806 | $5,706-50.8% | $5,011-44.0% | $4,761-41.1% |
| Participant deferral / active EE | $6,505 | $5,954+9.3% | $5,202+25.1% | $5,982+8.7% |
| Admin fee / account holder | $1,631 | $17,074-90.5% | $13,984-88.3% | $11,246-85.5% |