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 | $156,940 | $154,117+1.8% | $129,995+20.7% | $139,434+12.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.12% | 32.48%-12.4pp | -137.18%+157.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,772 | $5,289-28.7% | $4,320-12.7% | $4,751-20.6% |
| Participant deferral / active EE | $6,344 | $6,710-5.5% | $5,820+9.0% | $6,710-5.5% |
| Admin fee / account holder | $1,321 | $14,007-90.6% | $10,614-87.6% | $11,403-88.4% |