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 | $166,705 | $198,466-16.0% | $170,442-2.2% | $147,584+13.0% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 18.14% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,507 | $6,184-27.1% | $5,433-17.0% | $4,876-7.6% |
| Participant deferral / active EE | $5,263 | $5,629-6.5% | $4,939+6.5% | $5,439-3.2% |
| Admin fee / account holder | $9,050 | $16,852-46.3% | $13,880-34.8% | $10,885-16.9% |