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 | $158,866 | $95,266+66.8% | $82,389+92.8% | $142,382+11.6% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.5%+25.5pp | 80.1%+14.9pp |
| Annual return | 15.57% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,209 | $2,991+7.3% | $2,517+27.5% | $4,299-25.4% |
| Participant deferral / active EE | $6,487 | $4,809+34.9% | $4,155+56.2% | $6,507-0.3% |
| Admin fee / account holder | $19,883 | $8,563+132.2% | $7,231+175.0% | $12,624+57.5% |