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 | $215,246 | $214,378+0.4% | $200,582+7.3% | $142,382+51.2% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 12.52% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,186 | $6,841-68.1% | $6,419-66.0% | $4,299-49.2% |
| Participant deferral / active EE | $6,946 | $9,865-29.6% | $9,331-25.6% | $6,507+6.7% |
| Admin fee / account holder | $17,900 | $17,692+1.2% | $16,305+9.8% | $12,624+41.8% |