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 | $202,061 | $201,272+0.4% | $184,203+9.7% | $145,922+38.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 18.36% | 29.00%-10.6pp | 28.81%-10.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,545 | $7,022-49.5% | $6,427-44.8% | $4,660-23.9% |
| Participant deferral / active EE | $7,513 | $9,806-23.4% | $9,131-17.7% | $6,688+12.3% |
| Admin fee / account holder | $34,257 | $16,364+109.3% | $13,901+146.4% | $13,397+155.7% |