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 | $154,015 | $158,398-2.8% | $126,539+21.7% | $142,382+8.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 12.90% | 593.76%-580.9pp | 425.95%-413.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,940 | $4,650+6.2% | $3,674+34.5% | $4,299+14.9% |
| Participant deferral / active EE | $10,584 | $4,767+122.0% | $4,083+159.3% | $6,507+62.7% |
| Admin fee / account holder | $6,555 | $6,918-5.2% | $6,065+8.1% | $12,624-48.1% |