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 | $157,877 | $165,335-4.5% | $149,696+5.5% | $158,922-0.7% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 11.39% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $6,204 | $5,103+21.6% | $4,644+33.6% | $4,761+30.3% |
| Participant deferral / active EE | $17,014 | $7,181+136.9% | $6,842+148.7% | $5,982+184.4% |
| Admin fee / account holder | $20,399 | $10,807+88.8% | $9,309+119.1% | $11,246+81.4% |