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 | $195,355 | $178,174+9.6% | $156,181+25.1% | $137,256+42.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 11.67% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $4,493 | $4,972-9.6% | $4,294+4.6% | $4,156+8.1% |
| Participant deferral / active EE | $8,786 | $6,888+27.6% | $6,132+43.3% | $6,407+37.1% |
| Admin fee / account holder | $4,640 | $17,404-73.3% | $14,586-68.2% | $12,270-62.2% |