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 | $196,775 | $179,726+9.5% | $156,263+25.9% | $142,382+38.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 15.07% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,231 | $5,069+62.4% | $4,333+90.0% | $4,299+91.5% |
| Participant deferral / active EE | $5,613 | $6,956-19.3% | $6,158-8.9% | $6,507-13.7% |
| Admin fee / account holder | $351,505 | $17,272+1935.1% | $14,255+2365.9% | $12,624+2684.5% |