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 | $152,771 | $198,466-23.0% | $170,442-10.4% | $147,584+3.5% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 14.80% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,939 | $6,184-52.5% | $5,433-45.9% | $4,876-39.7% |
| Participant deferral / active EE | $5,456 | $5,629-3.1% | $4,939+10.5% | $5,439+0.3% |
| Admin fee / account holder | $1,807 | $16,852-89.3% | $13,880-87.0% | $10,885-83.4% |