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 | $167,289 | $172,111-2.8% | $150,298+11.3% | $137,256+21.9% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 21.41% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $10,062 | $4,636+117.0% | $4,154+142.2% | $4,156+142.1% |
| Participant deferral / active EE | $7,655 | $6,166+24.2% | $5,453+40.4% | $6,407+19.5% |
| Admin fee / account holder | $2,274 | $16,471-86.2% | $14,116-83.9% | $12,270-81.5% |