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 | $215,776 | $214,378+0.7% | $200,582+7.6% | $142,382+51.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 13.67% | 46.41%-32.7pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,122 | $6,841-54.4% | $6,419-51.4% | $4,299-27.4% |
| Participant deferral / active EE | $5,508 | $9,865-44.2% | $9,331-41.0% | $6,507-15.4% |
| Admin fee / account holder | $23,959 | $17,692+35.4% | $16,305+46.9% | $12,624+89.8% |