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 | $176,688 | $159,602+10.7% | $150,045+17.8% | $142,382+24.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.04% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,985 | $4,961-19.7% | $4,693-15.1% | $4,299-7.3% |
| Participant deferral / active EE | $8,779 | $8,310+5.6% | $7,997+9.8% | $6,507+34.9% |
| Admin fee / account holder | $1,433 | $14,846-90.3% | $13,435-89.3% | $12,624-88.6% |