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 | $147,696 | $148,534-0.6% | $135,903+8.7% | $139,434+5.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 19.57% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,466 | $5,243-33.9% | $4,856-28.6% | $4,751-27.0% |
| Participant deferral / active EE | $9,940 | $8,100+22.7% | $7,758+28.1% | $6,710+48.1% |
| Admin fee / account holder | $1,870 | $12,400-84.9% | $10,762-82.6% | $11,403-83.6% |