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 | $249,932 | $209,411+19.3% | $178,490+40.0% | $158,922+57.3% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 25.22% | 188.75%-163.5pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $8,226 | $5,706+44.1% | $5,011+64.2% | $4,761+72.8% |
| Participant deferral / active EE | $5,831 | $5,954-2.1% | $5,202+12.1% | $5,982-2.5% |
| Admin fee / account holder | $2,963 | $17,074-82.6% | $13,984-78.8% | $11,246-73.6% |