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 | $127,566 | $157,256-18.9% | $141,162-9.6% | $152,861-16.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 26.65% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,513 | $5,261-52.2% | $4,735-46.9% | $4,762-47.2% |
| Participant deferral / active EE | $6,616 | $7,109-6.9% | $6,709-1.4% | $5,850+13.1% |
| Admin fee / account holder | $4,770 | $12,120-60.6% | $10,261-53.5% | $11,596-58.9% |