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 | $205,347 | $217,402-5.5% | $185,823+10.5% | $167,490+22.6% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 12.12% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $7,510 | $5,873+27.9% | $5,167+45.3% | $4,837+55.2% |
| Participant deferral / active EE | $8,461 | $6,356+33.1% | $5,568+52.0% | $6,341+33.4% |
| Admin fee / account holder | $462 | $19,811-97.7% | $16,237-97.2% | $12,309-96.2% |