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 | $204,455 | $163,101+25.4% | $136,749+49.5% | $142,382+43.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 11.44% | 27.54%-16.1pp | 24.33%-12.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,096 | $4,117-49.1% | $3,400-38.3% | $4,299-51.2% |
| Participant deferral / active EE | $10,601 | $5,585+89.8% | $4,692+125.9% | $6,507+62.9% |
| Admin fee / account holder | $1,569 | $14,318-89.0% | $11,386-86.2% | $12,624-87.6% |