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 | $147,740 | $209,411-29.4% | $178,490-17.2% | $158,922-7.0% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 18.01% | 188.75%-170.7pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,722 | $5,706+0.3% | $5,011+14.2% | $4,761+20.2% |
| Participant deferral / active EE | $6,676 | $5,954+12.1% | $5,202+28.3% | $5,982+11.6% |
| Admin fee / account holder | $41,481 | $17,074+142.9% | $13,984+196.6% | $11,246+268.9% |