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 | $160,060 | $175,202-8.6% | $149,673+6.9% | $139,434+14.8% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 12.71% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,500 | $5,474-54.3% | $4,818-48.1% | $4,751-47.4% |
| Participant deferral / active EE | $4,017 | $6,519-38.4% | $5,680-29.3% | $6,710-40.1% |
| Admin fee / account holder | $868 | $16,150-94.6% | $13,210-93.4% | $11,403-92.4% |