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 | $167,697 | $157,256+6.6% | $141,162+18.8% | $152,861+9.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.11% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,107 | $5,261-40.9% | $4,735-34.4% | $4,762-34.8% |
| Participant deferral / active EE | $8,422 | $7,109+18.5% | $6,709+25.5% | $5,850+44.0% |
| Admin fee / account holder | $793 | $12,120-93.5% | $10,261-92.3% | $11,596-93.2% |