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 9-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 | $191,323 | $183,519+4.3% | $155,509+23.0% | $145,922+31.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 19.22% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,457 | $5,313-34.9% | $4,672-26.0% | $4,660-25.8% |
| Participant deferral / active EE | $8,516 | $6,462+31.8% | $5,626+51.4% | $6,688+27.3% |
| Admin fee / account holder | $85,032 | $19,313+340.3% | $15,912+434.4% | $13,397+534.7% |