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 | $196,342 | $209,411-6.2% | $178,490+10.0% | $158,922+23.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 12.90% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $7,050 | $5,706+23.5% | $5,011+40.7% | $4,761+48.1% |
| Participant deferral / active EE | $3,877 | $5,954-34.9% | $5,202-25.5% | $5,982-35.2% |
| Admin fee / account holder | $22,740 | $17,074+33.2% | $13,984+62.6% | $11,246+102.2% |