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 | $231,116 | $217,402+6.3% | $185,823+24.4% | $167,490+38.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.37% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,324 | $5,873-60.4% | $5,167-55.0% | $4,837-52.0% |
| Participant deferral / active EE | $7,171 | $6,356+12.8% | $5,568+28.8% | $6,341+13.1% |
| Admin fee / account holder | $1,197 | $19,811-94.0% | $16,237-92.6% | $12,309-90.3% |