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 | $181,845 | $179,726+1.2% | $156,263+16.4% | $142,382+27.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.86% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,073 | $5,069+19.8% | $4,333+40.2% | $4,299+41.3% |
| Participant deferral / active EE | $3,018 | $6,956-56.6% | $6,158-51.0% | $6,507-53.6% |
| Admin fee / account holder | $2,968 | $17,272-82.8% | $14,255-79.2% | $12,624-76.5% |