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 | $181,234 | $209,411-13.5% | $178,490+1.5% | $158,922+14.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 20.92% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,874 | $5,706-49.6% | $5,011-42.6% | $4,761-39.6% |
| Participant deferral / active EE | $7,157 | $5,954+20.2% | $5,202+37.6% | $5,982+19.6% |
| Admin fee / account holder | $2,281 | $17,074-86.6% | $13,984-83.7% | $11,246-79.7% |