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 | $161,129 | $179,726-10.3% | $156,263+3.1% | $142,382+13.2% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 13.39% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,090 | $5,069+79.3% | $4,333+109.8% | $4,299+111.4% |
| Participant deferral / active EE | $5,414 | $6,956-22.2% | $6,158-12.1% | $6,507-16.8% |
| Admin fee / account holder | $6,157 | $17,272-64.4% | $14,255-56.8% | $12,624-51.2% |