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 | $193,993 | $202,432-4.2% | $169,368+14.5% | $139,434+39.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 20.23% | 531.74%-511.5pp | 405.60%-385.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $6,209 | $4,692+32.3% | $4,013+54.7% | $4,751+30.7% |
| Participant deferral / active EE | $11,629 | $6,938+67.6% | $6,221+86.9% | $6,710+73.3% |
| Admin fee / account holder | $34,670 | $10,708+223.8% | $9,003+285.1% | $11,403+204.1% |