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 | $193,595 | $177,572+9.0% | $154,803+25.1% | $142,382+36.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.31% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,557 | $4,810-67.6% | $4,305-63.8% | $4,299-63.8% |
| Participant deferral / active EE | $8,612 | $6,272+37.3% | $5,540+55.4% | $6,507+32.3% |
| Admin fee / account holder | $1,115 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |