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 | $143,041 | $150,440-4.9% | $136,294+5.0% | $147,584-3.1% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 16.20% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,595 | $5,256-31.6% | $4,695-23.4% | $4,876-26.3% |
| Participant deferral / active EE | $4,881 | $6,630-26.4% | $6,247-21.9% | $5,439-10.2% |
| Admin fee / account holder | $11,569 | $10,905+6.1% | $9,243+25.2% | $10,885+6.3% |