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 | $162,051 | $175,202-7.5% | $149,673+8.3% | $139,434+16.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 19.70% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,448 | $5,474-0.5% | $4,818+13.1% | $4,751+14.7% |
| Participant deferral / active EE | $9,074 | $6,519+39.2% | $5,680+59.8% | $6,710+35.2% |
| Admin fee / account holder | $2,073 | $16,150-87.2% | $13,210-84.3% | $11,403-81.8% |