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 | $184,018 | $159,602+15.3% | $150,045+22.6% | $142,382+29.2% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 14.80% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,711 | $4,961-45.4% | $4,693-42.2% | $4,299-37.0% |
| Participant deferral / active EE | $12,697 | $8,310+52.8% | $7,997+58.8% | $6,507+95.1% |
| Admin fee / account holder | $4,535 | $14,846-69.5% | $13,435-66.2% | $12,624-64.1% |