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 | $211,530 | $148,534+42.4% | $135,903+55.6% | $139,434+51.7% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 14.80% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,587 | $5,243-50.7% | $4,856-46.7% | $4,751-45.5% |
| Participant deferral / active EE | $9,761 | $8,100+20.5% | $7,758+25.8% | $6,710+45.5% |
| Admin fee / account holder | $3,220 | $12,400-74.0% | $10,762-70.1% | $11,403-71.8% |