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 | $129,782 | $144,119-9.9% | $117,854+10.1% | $147,584-12.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 22.54% | 531.15%-508.6pp | 335.08%-312.5pp | 578.55%-556.0pp |
| Employer contribution / active EE | $5,181 | $4,896+5.8% | $3,786+36.8% | $4,876+6.2% |
| Participant deferral / active EE | $7,499 | $5,316+41.1% | $4,482+67.3% | $5,439+37.9% |
| Admin fee / account holder | $11,732 | $10,886+7.8% | $8,020+46.3% | $10,885+7.8% |