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 | $169,511 | $159,901+6.0% | $146,958+15.3% | $145,922+16.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.22% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,101 | $5,286-41.3% | $4,933-37.1% | $4,660-33.5% |
| Participant deferral / active EE | $10,330 | $8,428+22.6% | $8,070+28.0% | $6,688+54.5% |
| Admin fee / account holder | $3,090 | $15,044-79.5% | $12,998-76.2% | $13,397-76.9% |