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 | $238,214 | $177,572+34.2% | $154,803+53.9% | $142,382+67.3% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 20.59% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,297 | $4,810-31.5% | $4,305-23.4% | $4,299-23.3% |
| Participant deferral / active EE | $7,825 | $6,272+24.8% | $5,540+41.2% | $6,507+20.3% |
| Admin fee / account holder | $3,660 | $16,786-78.2% | $14,329-74.5% | $12,624-71.0% |