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 | $186,431 | $159,602+16.8% | $150,045+24.2% | $142,382+30.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 24.32% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $7,858 | $4,961+58.4% | $4,693+67.4% | $4,299+82.8% |
| Participant deferral / active EE | $14,920 | $8,310+79.5% | $7,997+86.6% | $6,507+129.3% |
| Admin fee / account holder | $340,691 | $14,846+2194.8% | $13,435+2435.9% | $12,624+2598.8% |