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 | $216,242 | $176,056+22.8% | $159,436+35.6% | $167,490+29.1% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 16.56% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,070 | $5,297-42.0% | $4,829-36.4% | $4,837-36.5% |
| Participant deferral / active EE | $8,626 | $7,750+11.3% | $7,352+17.3% | $6,341+36.0% |
| Admin fee / account holder | $6,357 | $12,554-49.4% | $10,799-41.1% | $12,309-48.4% |