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 | $189,384 | $198,466-4.6% | $170,442+11.1% | $147,584+28.3% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 17.95% | 257.29%-239.3pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $7,845 | $6,184+26.9% | $5,433+44.4% | $4,876+60.9% |
| Participant deferral / active EE | $4,808 | $5,629-14.6% | $4,939-2.7% | $5,439-11.6% |
| Admin fee / account holder | $510 | $16,852-97.0% | $13,880-96.3% | $10,885-95.3% |