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 | $201,422 | $197,591+1.9% | $177,821+13.3% | $158,922+26.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 15.50% | 58.76%-43.3pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,259 | $6,697-66.3% | $5,918-61.8% | $4,761-52.6% |
| Participant deferral / active EE | $7,676 | $8,405-8.7% | $7,714-0.5% | $5,982+28.3% |
| Admin fee / account holder | $24,797 | $15,399+61.0% | $12,427+99.5% | $11,246+120.5% |