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 | $243,220 | $157,256+54.7% | $141,162+72.3% | $152,861+59.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 20.61% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,568 | $5,261+5.8% | $4,735+17.6% | $4,762+16.9% |
| Participant deferral / active EE | $9,616 | $7,109+35.3% | $6,709+43.3% | $5,850+64.4% |
| Admin fee / account holder | $7,885 | $12,120-34.9% | $10,261-23.2% | $11,596-32.0% |