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 | $180,607 | $179,726+0.5% | $156,263+15.6% | $142,382+26.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 16.41% | 77.86%-61.4pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,658 | $5,069+11.6% | $4,333+30.6% | $4,299+31.6% |
| Participant deferral / active EE | $9,816 | $6,956+41.1% | $6,158+59.4% | $6,507+50.8% |
| Admin fee / account holder | $1,208 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |