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 | $139,991 | $172,111-18.7% | $150,298-6.9% | $137,256+2.0% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 16.84% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $7,583 | $4,636+63.6% | $4,154+82.5% | $4,156+82.4% |
| Participant deferral / active EE | $12,988 | $6,166+110.7% | $5,453+138.2% | $6,407+102.7% |
| Admin fee / account holder | $4,654 | $16,471-71.7% | $14,116-67.0% | $12,270-62.1% |