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 | $206,061 | $217,402-5.2% | $185,823+10.9% | $167,490+23.0% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 16.59% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,031 | $5,873-65.4% | $5,167-60.7% | $4,837-58.0% |
| Participant deferral / active EE | $5,207 | $6,356-18.1% | $5,568-6.5% | $6,341-17.9% |
| Admin fee / account holder | $1,279 | $19,811-93.5% | $16,237-92.1% | $12,309-89.6% |