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 | $168,296 | $183,519-8.3% | $155,509+8.2% | $145,922+15.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 19.52% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.8pp |
| Employer contribution / active EE | $6,223 | $5,313+17.1% | $4,672+33.2% | $4,660+33.5% |
| Participant deferral / active EE | $5,384 | $6,462-16.7% | $5,626-4.3% | $6,688-19.5% |
| Admin fee / account holder | $3,312 | $19,313-82.9% | $15,912-79.2% | $13,397-75.3% |