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 | $171,677 | $154,228+11.3% | $145,433+18.0% | $137,256+25.1% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 20.21% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,339 | $4,804+136.0% | $4,554+149.0% | $4,156+172.8% |
| Participant deferral / active EE | $9,310 | $8,216+13.3% | $7,897+17.9% | $6,407+45.3% |
| Admin fee / account holder | $1,751 | $14,344-87.8% | $13,129-86.7% | $12,270-85.7% |