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 | $165,463 | $159,602+3.7% | $150,045+10.3% | $142,382+16.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 16.43% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,995 | $4,961-19.5% | $4,693-14.9% | $4,299-7.1% |
| Participant deferral / active EE | $9,134 | $8,310+9.9% | $7,997+14.2% | $6,507+40.4% |
| Admin fee / account holder | $4,229 | $14,846-71.5% | $13,435-68.5% | $12,624-66.5% |