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 | $184,255 | $165,984+11.0% | $164,813+11.8% | $145,922+26.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.31% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,299 | $5,273-75.4% | $4,341-70.1% | $4,660-72.1% |
| Participant deferral / active EE | $7,714 | $6,959+10.8% | $6,031+27.9% | $6,688+15.3% |
| Admin fee / account holder | $2,296 | $16,648-86.2% | $12,690-81.9% | $13,397-82.9% |