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 | $203,244 | $157,256+29.2% | $141,162+44.0% | $152,861+33.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 26.84% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,491 | $5,261-33.6% | $4,735-26.3% | $4,762-26.7% |
| Participant deferral / active EE | $10,743 | $7,109+51.1% | $6,709+60.1% | $5,850+83.6% |
| Admin fee / account holder | $10,697 | $12,120-11.7% | $10,261+4.2% | $11,596-7.8% |