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 | $163,938 | $171,164-4.2% | $127,761+28.3% | $152,861+7.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.0%+4.3pp | 82.4%+0.9pp |
| Annual return | 28.37% | 23.54%+4.8pp | 26.14%+2.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $4,535 | $5,447-16.7% | $4,574-0.8% | $4,762-4.8% |
| Participant deferral / active EE | $5,818 | $7,038-17.3% | $6,021-3.4% | $5,850-0.6% |
| Admin fee / account holder | $1,016 | $14,530-93.0% | $9,395-89.2% | $11,596-91.2% |