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 | $234,623 | $177,572+32.1% | $154,803+51.6% | $142,382+64.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 16.12% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,388 | $4,810-50.4% | $4,305-44.5% | $4,299-44.4% |
| Participant deferral / active EE | $8,043 | $6,272+28.2% | $5,540+45.2% | $6,507+23.6% |
| Admin fee / account holder | $2,221 | $16,786-86.8% | $14,329-84.5% | $12,624-82.4% |