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 | $202,599 | $209,411-3.3% | $178,490+13.5% | $158,922+27.5% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 16.98% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,331 | $5,706-6.6% | $5,011+6.4% | $4,761+12.0% |
| Participant deferral / active EE | $7,848 | $5,954+31.8% | $5,202+50.9% | $5,982+31.2% |
| Admin fee / account holder | $13,749 | $17,074-19.5% | $13,984-1.7% | $11,246+22.3% |