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 | $123,734 | $131,829-6.1% | $108,579+14.0% | $273,961-54.8% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 8.11% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,816 | $4,912-42.7% | $3,758-25.1% | $4,869-42.2% |
| Participant deferral / active EE | $10,363 | $5,127+102.1% | $4,311+140.4% | $5,287+96.0% |
| Admin fee / account holder | $8,758 | $10,252-14.6% | $7,645+14.6% | $10,132-13.6% |