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 | $165,626 | $157,256+5.3% | $141,162+17.3% | $152,861+8.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 20.27% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,394 | $5,261-35.5% | $4,735-28.3% | $4,762-28.7% |
| Participant deferral / active EE | $7,570 | $7,109+6.5% | $6,709+12.8% | $5,850+29.4% |
| Admin fee / account holder | $64,312 | $12,120+430.6% | $10,261+526.8% | $11,596+454.6% |