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 | $178,100 | $159,602+11.6% | $150,045+18.7% | $142,382+25.1% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,642 | $4,961-26.6% | $4,693-22.4% | $4,299-15.3% |
| Participant deferral / active EE | $12,269 | $8,310+47.6% | $7,997+53.4% | $6,507+88.5% |
| Admin fee / account holder | $1,419 | $14,846-90.4% | $13,435-89.4% | $12,624-88.8% |