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 | $171,960 | $159,602+7.7% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.88% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,578 | $4,961-7.7% | $4,693-2.5% | $4,299+6.5% |
| Participant deferral / active EE | $12,657 | $8,310+52.3% | $7,997+58.3% | $6,507+94.5% |
| Admin fee / account holder | $12,631 | $14,846-14.9% | $13,435-6.0% | $12,624+0.1% |