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 | $169,363 | $175,202-3.3% | $149,673+13.2% | $139,434+21.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 21.91% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $4,277 | $5,474-21.9% | $4,818-11.2% | $4,751-10.0% |
| Participant deferral / active EE | $6,470 | $6,519-0.7% | $5,680+13.9% | $6,710-3.6% |
| Admin fee / account holder | $27,635 | $16,150+71.1% | $13,210+109.2% | $11,403+142.4% |