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 | $199,206 | $209,411-4.9% | $178,490+11.6% | $158,922+25.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.36% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,695 | $5,706-70.3% | $5,011-66.2% | $4,761-64.4% |
| Participant deferral / active EE | $3,358 | $5,954-43.6% | $5,202-35.4% | $5,982-43.9% |
| Admin fee / account holder | $9,206 | $17,074-46.1% | $13,984-34.2% | $11,246-18.1% |