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 | $209,336+3.1% | $197,124+9.5% | $137,256+57.2% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 13.67% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,122 | $6,591-52.6% | $6,227-49.9% | $4,156-24.9% |
| Participant deferral / active EE | $5,508 | $9,614-42.7% | $9,135-39.7% | $6,407-14.0% |
| Admin fee / account holder | $23,959 | $17,308+38.4% | $16,298+47.0% | $12,270+95.3% |