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 | $127,239 | $114,381+11.2% | $107,525+18.3% | $142,382-10.6% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 17.28% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,694 | $4,015+41.8% | $3,754+51.7% | $4,299+32.4% |
| Participant deferral / active EE | $8,234 | $5,564+48.0% | $5,116+61.0% | $6,507+26.5% |
| Admin fee / account holder | $12,642 | $9,860+28.2% | $8,919+41.8% | $12,624+0.1% |