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 | $158,448 | $177,572-10.8% | $154,803+2.4% | $142,382+11.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.82% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,197 | $4,810-54.3% | $4,305-49.0% | $4,299-48.9% |
| Participant deferral / active EE | $11,008 | $6,272+75.5% | $5,540+98.7% | $6,507+69.2% |
| Admin fee / account holder | $4,335 | $16,786-74.2% | $14,329-69.7% | $12,624-65.7% |