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 | $216,233 | $209,411+3.3% | $178,490+21.1% | $158,922+36.1% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 39.57% | 188.75%-149.2pp | 151.07%-111.5pp | 302.83%-263.3pp |
| Employer contribution / active EE | $3,327 | $5,706-41.7% | $5,011-33.6% | $4,761-30.1% |
| Participant deferral / active EE | $6,654 | $5,954+11.8% | $5,202+27.9% | $5,982+11.2% |
| Admin fee / account holder | $3,681 | $17,074-78.4% | $13,984-73.7% | $11,246-67.3% |