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 | $143,846 | $106,749+34.8% | $145,433-1.1% | $82,448+74.5% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 15.14% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,210 | $3,444+22.2% | $4,554-7.6% | $2,551+65.0% |
| Participant deferral / active EE | $11,066 | $6,519+69.8% | $7,897+40.1% | $4,139+167.3% |
| Admin fee / account holder | $2,326 | $8,390-72.3% | $13,129-82.3% | $7,234-67.8% |