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 | $170,089 | $185,822-8.5% | $169,993+0.1% | $139,434+22.0% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 21.10% | 60.50%-39.4pp | 53.37%-32.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,784 | $7,590-50.1% | $6,785-44.2% | $4,751-20.3% |
| Participant deferral / active EE | $10,173 | $11,622-12.5% | $10,408-2.3% | $6,710+51.6% |
| Admin fee / account holder | $1,105 | $15,381-92.8% | $12,815-91.4% | $11,403-90.3% |