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 | $150,634 | $183,519-17.9% | $155,509-3.1% | $145,922+3.2% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.52% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,484 | $5,313-15.6% | $4,672-4.0% | $4,660-3.8% |
| Participant deferral / active EE | $2,745 | $6,462-57.5% | $5,626-51.2% | $6,688-59.0% |
| Admin fee / account holder | $1,965 | $19,313-89.8% | $15,912-87.7% | $13,397-85.3% |