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 | $187,526 | $159,602+17.5% | $150,045+25.0% | $142,382+31.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 14.50% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,187 | $4,961-35.8% | $4,693-32.1% | $4,299-25.9% |
| Participant deferral / active EE | $5,243 | $8,310-36.9% | $7,997-34.4% | $6,507-19.4% |
| Admin fee / account holder | $9,603 | $14,846-35.3% | $13,435-28.5% | $12,624-23.9% |