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 | $181,976 | $198,466-8.3% | $170,442+6.8% | $147,584+23.3% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 17.02% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $6,405 | $6,184+3.6% | $5,433+17.9% | $4,876+31.3% |
| Participant deferral / active EE | $3,820 | $5,629-32.1% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $1,688 | $16,852-90.0% | $13,880-87.8% | $10,885-84.5% |