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 | $156,415 | $154,228+1.4% | $145,433+7.6% | $137,256+14.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.70% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,828 | $4,804-62.0% | $4,554-59.9% | $4,156-56.0% |
| Participant deferral / active EE | $5,772 | $8,216-29.7% | $7,897-26.9% | $6,407-9.9% |
| Admin fee / account holder | $2,774 | $14,344-80.7% | $13,129-78.9% | $12,270-77.4% |