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 | $162,435 | $124,319+30.7% | $111,297+45.9% | $167,490-3.0% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 14.57% | 37.44%-22.9pp | 54.65%-40.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,740 | $3,435-20.2% | $2,731+0.3% | $4,837-43.4% |
| Participant deferral / active EE | $9,134 | $5,180+76.3% | $4,487+103.5% | $6,341+44.0% |
| Admin fee / account holder | $4,820 | $10,618-54.6% | $7,964-39.5% | $12,309-60.8% |