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 | $183,698 | $148,534+23.7% | $135,903+35.2% | $139,434+31.7% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 20.59% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,258 | $8,100-22.7% | $7,758-19.3% | $6,710-6.7% |
| Admin fee / account holder | $17,185 | $12,400+38.6% | $10,762+59.7% | $11,403+50.7% |