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 | $185,254 | $157,256+17.8% | $141,162+31.2% | $152,861+21.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 23.92% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $6,156 | $5,261+17.0% | $4,735+30.0% | $4,762+29.3% |
| Participant deferral / active EE | $14,726 | $7,109+107.1% | $6,709+119.5% | $5,850+151.7% |
| Admin fee / account holder | $6,312 | $12,120-47.9% | $10,261-38.5% | $11,596-45.6% |