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 | $176,592 | $209,411-15.7% | $178,490-1.1% | $158,922+11.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.01% | 188.75%-171.7pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,031 | $5,706-64.4% | $5,011-59.5% | $4,761-57.3% |
| Participant deferral / active EE | $4,091 | $5,954-31.3% | $5,202-21.3% | $5,982-31.6% |
| Admin fee / account holder | $9,405 | $17,074-44.9% | $13,984-32.7% | $11,246-16.4% |