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 | $221,480 | $172,111+28.7% | $150,298+47.4% | $137,256+61.4% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 17.61% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,117 | $4,636+53.5% | $4,154+71.3% | $4,156+71.3% |
| Participant deferral / active EE | $5,231 | $6,166-15.2% | $5,453-4.1% | $6,407-18.4% |
| Admin fee / account holder | $3,739 | $16,471-77.3% | $14,116-73.5% | $12,270-69.5% |