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 | $143,699 | $154,228-6.8% | $145,433-1.2% | $137,256+4.7% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 18.39% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $19,641 | $4,804+308.8% | $4,554+331.2% | $4,156+372.6% |
| Participant deferral / active EE | $11,201 | $8,216+36.3% | $7,897+41.8% | $6,407+74.8% |
| Admin fee / account holder | $8,141 | $14,344-43.2% | $13,129-38.0% | $12,270-33.6% |