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 | $139,931 | $148,534-5.8% | $135,903+3.0% | $139,434+0.4% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 15.31% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,032 | $5,243-61.2% | $4,856-58.2% | $4,751-57.2% |
| Participant deferral / active EE | $7,272 | $8,100-10.2% | $7,758-6.3% | $6,710+8.4% |
| Admin fee / account holder | $11,545 | $12,400-6.9% | $10,762+7.3% | $11,403+1.2% |