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 | $208,609 | $181,894+14.7% | $156,549+33.3% | $273,961-23.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.69% | 30.74%-22.1pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,324 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $10,136 | $5,550+82.6% | $4,871+108.1% | $5,287+91.7% |
| Admin fee / account holder | $2,313 | $15,559-85.1% | $13,027-82.2% | $10,132-77.2% |