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 | $240,518 | $209,411+14.9% | $178,490+34.8% | $158,922+51.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.69% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $5,315 | $5,706-6.9% | $5,011+6.1% | $4,761+11.6% |
| Participant deferral / active EE | $5,150 | $5,954-13.5% | $5,202-1.0% | $5,982-13.9% |
| Admin fee / account holder | $6,338 | $17,074-62.9% | $13,984-54.7% | $11,246-43.6% |