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 | $197,326 | $179,726+9.8% | $156,263+26.3% | $142,382+38.6% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 15.80% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,820 | $5,069-24.6% | $4,333-11.8% | $4,299-11.1% |
| Participant deferral / active EE | $12,014 | $6,956+72.7% | $6,158+95.1% | $6,507+84.6% |
| Admin fee / account holder | $10,069 | $17,272-41.7% | $14,255-29.4% | $12,624-20.2% |