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 | $243,017 | $214,378+13.4% | $200,582+21.2% | $142,382+70.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.99% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $8,742 | $6,841+27.8% | $6,419+36.2% | $4,299+103.4% |
| Participant deferral / active EE | $7,452 | $9,865-24.5% | $9,331-20.1% | $6,507+14.5% |
| Admin fee / account holder | $16,866 | $17,692-4.7% | $16,305+3.4% | $12,624+33.6% |