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 | $171,111 | $124,281+37.7% | $109,143+56.8% | $167,490+2.2% |
| Participation rate | 76.2% | 79.4%-3.3pp | 75.9%+0.3pp | 82.1%-5.9pp |
| Annual return | 16.74% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,996 | $4,207-52.6% | $3,722-46.4% | $4,837-58.7% |
| Participant deferral / active EE | $6,034 | $5,255+14.8% | $4,653+29.7% | $6,341-4.8% |
| Admin fee / account holder | $2,637 | $7,970-66.9% | $6,752-60.9% | $12,309-78.6% |