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 | $180,784 | $177,572+1.8% | $154,803+16.8% | $142,382+27.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.55% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,733 | $4,810-1.6% | $4,305+9.9% | $4,299+10.1% |
| Participant deferral / active EE | $4,311 | $6,272-31.3% | $5,540-22.2% | $6,507-33.7% |
| Admin fee / account holder | $6,392 | $16,786-61.9% | $14,329-55.4% | $12,624-49.4% |