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 | $186,463 | $154,228+20.9% | $145,433+28.2% | $137,256+35.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.43% | 74.59%-59.2pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,601 | $4,804+120.7% | $4,554+132.8% | $4,156+155.1% |
| Participant deferral / active EE | $13,414 | $8,216+63.3% | $7,897+69.8% | $6,407+109.4% |
| Admin fee / account holder | $17,663 | $14,344+23.1% | $13,129+34.5% | $12,270+43.9% |