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 | $161,504 | $183,519-12.0% | $155,509+3.9% | $145,922+10.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.75% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,171 | $5,313-2.7% | $4,672+10.7% | $4,660+11.0% |
| Participant deferral / active EE | $3,966 | $6,462-38.6% | $5,626-29.5% | $6,688-40.7% |
| Admin fee / account holder | $7,520 | $19,313-61.1% | $15,912-52.7% | $13,397-43.9% |