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 | $162,473 | $232,540-30.1% | $185,117-12.2% | $147,584+10.1% |
| Participation rate | 94.4% | 82.4%+12.1pp | 77.3%+17.2pp | 82.8%+11.6pp |
| Annual return | 20.37% | 43.03%-22.7pp | 40.50%-20.1pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,433 | $5,195-33.9% | $4,182-17.9% | $4,876-29.6% |
| Participant deferral / active EE | $6,390 | $5,834+9.5% | $5,045+26.7% | $5,439+17.5% |
| Admin fee / account holder | $1,044 | $10,275-89.8% | $8,159-87.2% | $10,885-90.4% |