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 | $192,718 | $209,832-8.2% | $189,513+1.7% | $167,490+15.1% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.6pp | 82.1%+13.3pp |
| Annual return | 14.27% | 748.27%-734.0pp | 555.15%-540.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,654 | $6,914-76.1% | $6,162-73.2% | $4,837-65.8% |
| Participant deferral / active EE | $8,520 | $8,935-4.6% | $8,221+3.6% | $6,341+34.4% |
| Admin fee / account holder | $2,233 | $14,293-84.4% | $12,045-81.5% | $12,309-81.9% |