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 | $166,125 | $162,781+2.1% | $133,956+24.0% | $158,922+4.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 9.41% | 41.94%-32.5pp | 45.09%-35.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,135 | $4,975-37.0% | $3,919-20.0% | $4,761-34.2% |
| Participant deferral / active EE | $6,876 | $5,911+16.3% | $5,048+36.2% | $5,982+14.9% |
| Admin fee / account holder | $100,114 | $11,736+753.0% | $8,927+1021.5% | $11,246+790.2% |