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 | $183,603 | $162,781+12.8% | $133,956+37.1% | $158,922+15.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.59% | 41.94%-23.4pp | 45.09%-26.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,300 | $4,975-33.7% | $3,919-15.8% | $4,761-30.7% |
| Participant deferral / active EE | $7,380 | $5,911+24.8% | $5,048+46.2% | $5,982+23.4% |
| Admin fee / account holder | $3,857 | $11,736-67.1% | $8,927-56.8% | $11,246-65.7% |