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 | $162,443 | $177,572-8.5% | $154,803+4.9% | $142,382+14.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.00% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,265 | $4,810-73.7% | $4,305-70.6% | $4,299-70.6% |
| Participant deferral / active EE | $3,785 | $6,272-39.7% | $5,540-31.7% | $6,507-41.8% |
| Admin fee / account holder | $5,114 | $16,786-69.5% | $14,329-64.3% | $12,624-59.5% |