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 | $123,194 | $178,174-30.9% | $156,181-21.1% | $137,256-10.2% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 16.79% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $11,264 | $4,972+126.6% | $4,294+162.3% | $4,156+171.0% |
| Participant deferral / active EE | $8,552 | $6,888+24.2% | $6,132+39.5% | $6,407+33.5% |
| Admin fee / account holder | $85,521 | $17,404+391.4% | $14,586+486.3% | $12,270+597.0% |