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 | $215,286 | $154,228+39.6% | $145,433+48.0% | $137,256+56.8% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 16.88% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $13,422 | $4,804+179.4% | $4,554+194.7% | $4,156+222.9% |
| Participant deferral / active EE | $9,430 | $8,216+14.8% | $7,897+19.4% | $6,407+47.2% |
| Admin fee / account holder | $9,010 | $14,344-37.2% | $13,129-31.4% | $12,270-26.6% |