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 | $238,975 | $159,602+49.7% | $150,045+59.3% | $142,382+67.8% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 12.40% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,236 | $4,961+5.5% | $4,693+11.6% | $4,299+21.8% |
| Participant deferral / active EE | $12,302 | $8,310+48.0% | $7,997+53.8% | $6,507+89.1% |
| Admin fee / account holder | $30,616 | $14,846+106.2% | $13,435+127.9% | $12,624+142.5% |