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 | $168,258 | $165,335+1.8% | $149,696+12.4% | $158,922+5.9% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 16.53% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,053 | $5,103-79.4% | $4,644-77.3% | $4,761-77.9% |
| Participant deferral / active EE | $8,470 | $7,181+17.9% | $6,842+23.8% | $5,982+41.6% |
| Admin fee / account holder | $578 | $10,807-94.7% | $9,309-93.8% | $11,246-94.9% |