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 | $227,225 | $209,411+8.5% | $178,490+27.3% | $158,922+43.0% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 12.48% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,087 | $5,706-45.9% | $5,011-38.4% | $4,761-35.2% |
| Participant deferral / active EE | $6,283 | $5,954+5.5% | $5,202+20.8% | $5,982+5.0% |
| Admin fee / account holder | $6,953 | $17,074-59.3% | $13,984-50.3% | $11,246-38.2% |