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 | $181,741 | $201,259-9.7% | $184,200-1.3% | $145,959+24.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.44% | 28.98%-14.5pp | 28.80%-14.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,624 | $7,018-62.6% | $6,424-59.2% | $4,661-43.7% |
| Participant deferral / active EE | $7,685 | $9,806-21.6% | $9,132-15.8% | $6,689+14.9% |
| Admin fee / account holder | $1,555 | $16,372-90.5% | $13,907-88.8% | $13,398-88.4% |