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 | $158,218 | $154,117+2.7% | $129,995+21.7% | $139,434+13.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 17.81% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,464 | $5,289-72.3% | $4,320-66.1% | $4,751-69.2% |
| Participant deferral / active EE | $4,415 | $6,710-34.2% | $5,820-24.2% | $6,710-34.2% |
| Admin fee / account holder | $41,048 | $14,007+193.1% | $10,614+286.7% | $11,403+260.0% |