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 | $194,364 | $148,534+30.9% | $135,903+43.0% | $139,434+39.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 24.78% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.2pp |
| Employer contribution / active EE | $4,403 | $5,243-16.0% | $4,856-9.3% | $4,751-7.3% |
| Participant deferral / active EE | $8,995 | $8,100+11.0% | $7,758+15.9% | $6,710+34.0% |
| Admin fee / account holder | $1,749 | $12,400-85.9% | $10,762-83.8% | $11,403-84.7% |