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 | $241,946 | $217,402+11.3% | $185,823+30.2% | $167,490+44.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.99% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $8,518 | $5,873+45.0% | $5,167+64.8% | $4,837+76.1% |
| Participant deferral / active EE | $5,515 | $6,356-13.2% | $5,568-0.9% | $6,341-13.0% |
| Admin fee / account holder | $906 | $19,811-95.4% | $16,237-94.4% | $12,309-92.6% |