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 3-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 | $175,433 | $175,202+0.1% | $149,673+17.2% | $139,434+25.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.97% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,568 | $5,474+1.7% | $4,818+15.6% | $4,751+17.2% |
| Participant deferral / active EE | $5,455 | $6,519-16.3% | $5,680-4.0% | $6,710-18.7% |
| Admin fee / account holder | $2,056 | $16,150-87.3% | $13,210-84.4% | $11,403-82.0% |