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 | $142,609 | $112,096+27.2% | $95,952+48.6% | $158,922-10.3% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 14.57% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,816 | $3,198+50.6% | $2,541+89.5% | $4,761+1.2% |
| Participant deferral / active EE | $6,646 | $4,784+38.9% | $4,167+59.5% | $5,982+11.1% |
| Admin fee / account holder | $1,249 | $10,130-87.7% | $6,795-81.6% | $11,246-88.9% |