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 | $212,953 | $210,648+1.1% | $177,989+19.6% | $145,922+45.9% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 15.02% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,106 | $4,565-53.9% | $3,949-46.7% | $4,660-54.8% |
| Participant deferral / active EE | $2,605 | $6,958-62.6% | $6,276-58.5% | $6,688-61.0% |
| Admin fee / account holder | $2,400 | $12,013-80.0% | $10,363-76.8% | $13,397-82.1% |