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 | $178,025 | $157,256+13.2% | $141,162+26.1% | $152,861+16.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 20.24% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,185 | $5,261-58.5% | $4,735-53.9% | $4,762-54.1% |
| Participant deferral / active EE | $8,953 | $7,109+25.9% | $6,709+33.4% | $5,850+53.0% |
| Admin fee / account holder | $3,598 | $12,120-70.3% | $10,261-64.9% | $11,596-69.0% |