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 | $209,655 | $198,466+5.6% | $170,442+23.0% | $147,584+42.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.58% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,888 | $6,184-69.5% | $5,433-65.2% | $4,876-61.3% |
| Participant deferral / active EE | $5,930 | $5,629+5.3% | $4,939+20.0% | $5,439+9.0% |
| Admin fee / account holder | $573 | $16,852-96.6% | $13,880-95.9% | $10,885-94.7% |