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 | $184,231 | $159,602+15.4% | $150,045+22.8% | $142,382+29.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 22.82% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,687 | $4,961-45.8% | $4,693-42.7% | $4,299-37.5% |
| Participant deferral / active EE | $2,911 | $8,310-65.0% | $7,997-63.6% | $6,507-55.3% |
| Admin fee / account holder | $1,078 | $14,846-92.7% | $13,435-92.0% | $12,624-91.5% |