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 | $147,872 | $140,588+5.2% | $123,104+20.1% | $125,391+17.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 8.79% | 16.80%-8.0pp | 13.22%-4.4pp | 282.22%-273.4pp |
| Employer contribution / active EE | $5,145 | $6,041-14.8% | $5,151-0.1% | $4,866+5.7% |
| Participant deferral / active EE | $11,763 | $6,980+68.5% | $6,230+88.8% | $5,352+119.8% |
| Admin fee / account holder | $1,415 | $11,198-87.4% | $9,015-84.3% | $9,540-85.2% |