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 | $186,248 | $159,602+16.7% | $150,045+24.1% | $142,382+30.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 19.75% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,918 | $4,961+39.5% | $4,693+47.4% | $4,299+60.9% |
| Participant deferral / active EE | $15,451 | $8,310+85.9% | $7,997+93.2% | $6,507+137.5% |
| Admin fee / account holder | $1,320 | $14,846-91.1% | $13,435-90.2% | $12,624-89.5% |