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 | $200,514 | $209,411-4.2% | $178,490+12.3% | $158,922+26.2% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 10.86% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,944 | $5,706-48.4% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $8,879 | $5,954+49.1% | $5,202+70.7% | $5,982+48.4% |
| Admin fee / account holder | $2,446 | $17,074-85.7% | $13,984-82.5% | $11,246-78.2% |