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 | $183,474 | $165,335+11.0% | $149,696+22.6% | $158,922+15.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.92% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,271 | $5,103-35.9% | $4,644-29.6% | $4,761-31.3% |
| Participant deferral / active EE | $6,598 | $7,181-8.1% | $6,842-3.6% | $5,982+10.3% |
| Admin fee / account holder | $1,927 | $10,807-82.2% | $9,309-79.3% | $11,246-82.9% |