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 | $152,462 | $148,534+2.6% | $135,903+12.2% | $139,434+9.3% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 12.66% | 79.19%-66.5pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $9,222 | $5,243+75.9% | $4,856+89.9% | $4,751+94.1% |
| Participant deferral / active EE | $7,992 | $8,100-1.3% | $7,758+3.0% | $6,710+19.1% |
| Admin fee / account holder | $7,351 | $12,400-40.7% | $10,762-31.7% | $11,403-35.5% |