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 | $199,720 | $171,865+16.2% | $149,718+33.4% | $147,584+35.3% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 9.24% | 2113.22%-2104.0pp | 1501.63%-1492.4pp | 578.55%-569.3pp |
| Employer contribution / active EE | $5,914 | $6,275-5.7% | $5,445+8.6% | $4,876+21.3% |
| Participant deferral / active EE | $6,236 | $7,271-14.2% | $6,569-5.1% | $5,439+14.7% |
| Admin fee / account holder | $11,807 | $13,799-14.4% | $11,283+4.6% | $10,885+8.5% |