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 | $160,986 | $232,540-30.8% | $185,117-13.0% | $147,584+9.1% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 13.03% | 43.03%-30.0pp | 40.50%-27.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,594 | $5,195-11.6% | $4,182+9.9% | $4,876-5.8% |
| Participant deferral / active EE | $7,654 | $5,834+31.2% | $5,045+51.7% | $5,439+40.7% |
| Admin fee / account holder | $18,454 | $10,275+79.6% | $8,159+126.2% | $10,885+69.5% |