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 | $159,763 | $165,984-3.7% | $164,813-3.1% | $145,922+9.5% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 21.96% | 100.03%-78.1pp | 69.93%-48.0pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,149 | $5,273-2.4% | $4,341+18.6% | $4,660+10.5% |
| Participant deferral / active EE | $12,100 | $6,959+73.9% | $6,031+100.6% | $6,688+80.9% |
| Admin fee / account holder | $1,835 | $16,648-89.0% | $12,690-85.5% | $13,397-86.3% |