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 | $195,152 | $214,378-9.0% | $200,582-2.7% | $142,382+37.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 15.01% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,978 | $6,841-56.5% | $6,419-53.6% | $4,299-30.7% |
| Participant deferral / active EE | $11,651 | $9,865+18.1% | $9,331+24.9% | $6,507+79.0% |
| Admin fee / account holder | $34,302 | $17,692+93.9% | $16,305+110.4% | $12,624+171.7% |