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 | $159,217 | $125,758+26.6% | $169,993-6.3% | $75,163+111.8% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 20.34% | 27.20%-6.9pp | 53.37%-33.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,010 | $4,615-13.1% | $6,785-40.9% | $2,670+50.2% |
| Participant deferral / active EE | $9,601 | $6,837+40.4% | $10,408-7.8% | $4,125+132.7% |
| Admin fee / account holder | $3,792 | $8,173-53.6% | $12,815-70.4% | $5,651-32.9% |