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 | $137,920 | $108,919+26.6% | $100,391+37.4% | $145,922-5.5% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 14.69% | 57.88%-43.2pp | 49.20%-34.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,192 | $4,419-5.2% | $3,942+6.3% | $4,660-10.0% |
| Participant deferral / active EE | $5,444 | $8,445-35.5% | $8,082-32.6% | $6,688-18.6% |
| Admin fee / account holder | $7,807 | $9,689-19.4% | $7,899-1.2% | $13,397-41.7% |