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 | $172,049 | $162,781+5.7% | $133,956+28.4% | $158,922+8.3% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 12.11% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $7,217 | $4,975+45.0% | $3,919+84.2% | $4,761+51.6% |
| Participant deferral / active EE | $10,963 | $5,911+85.5% | $5,048+117.2% | $5,982+83.3% |
| Admin fee / account holder | $4,509 | $11,736-61.6% | $8,927-49.5% | $11,246-59.9% |