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 | $191,072 | $197,591-3.3% | $177,821+7.5% | $158,922+20.2% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 17.82% | 58.76%-40.9pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,040 | $6,697-54.6% | $5,918-48.6% | $4,761-36.1% |
| Participant deferral / active EE | $7,609 | $8,405-9.5% | $7,714-1.4% | $5,982+27.2% |
| Admin fee / account holder | $8,411 | $15,399-45.4% | $12,427-32.3% | $11,246-25.2% |