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 | $206,784 | $214,378-3.5% | $200,582+3.1% | $142,382+45.2% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 17.73% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,512 | $6,841-34.1% | $6,419-29.7% | $4,299+4.9% |
| Participant deferral / active EE | $13,951 | $9,865+41.4% | $9,331+49.5% | $6,507+114.4% |
| Admin fee / account holder | $1,220 | $17,692-93.1% | $16,305-92.5% | $12,624-90.3% |