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 | $244,834 | $197,591+23.9% | $177,821+37.7% | $158,922+54.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 17.23% | 58.76%-41.5pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $4,128 | $6,697-38.4% | $5,918-30.2% | $4,761-13.3% |
| Participant deferral / active EE | $7,355 | $8,405-12.5% | $7,714-4.7% | $5,982+22.9% |
| Admin fee / account holder | $36,992 | $15,399+140.2% | $12,427+197.7% | $11,246+228.9% |