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 | $162,950 | $176,056-7.4% | $159,436+2.2% | $167,490-2.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.40% | 331.75%-317.3pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,331 | $5,297-74.9% | $4,829-72.5% | $4,837-72.5% |
| Participant deferral / active EE | $4,213 | $7,750-45.6% | $7,352-42.7% | $6,341-33.6% |
| Admin fee / account holder | $166,586 | $12,554+1227.0% | $10,799+1442.7% | $12,309+1253.4% |