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 | $145,226 | $154,228-5.8% | $145,433-0.1% | $137,256+5.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,255 | $4,804-53.1% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $6,265 | $8,216-23.8% | $7,897-20.7% | $6,407-2.2% |
| Admin fee / account holder | $1,423 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |