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 | $175,958 | $183,519-4.1% | $155,509+13.1% | $145,922+20.6% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 9.96% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,473 | $5,313-53.5% | $4,672-47.1% | $4,660-46.9% |
| Participant deferral / active EE | $4,257 | $6,462-34.1% | $5,626-24.3% | $6,688-36.3% |
| Admin fee / account holder | $12,461 | $19,313-35.5% | $15,912-21.7% | $13,397-7.0% |