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 | $239,344 | $228,332+4.8% | $185,823+28.8% | $158,922+50.6% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 19.66% | 40.80%-21.1pp | 35.95%-16.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,692 | $4,967-45.8% | $4,087-34.1% | $4,761-43.5% |
| Participant deferral / active EE | $8,693 | $6,415+35.5% | $5,632+54.4% | $5,982+45.3% |
| Admin fee / account holder | $970 | $11,864-91.8% | $9,500-89.8% | $11,246-91.4% |