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 | $131,945 | $124,281+6.2% | $109,143+20.9% | $167,490-21.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.09% | 26.04%-13.9pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,457 | $4,207-65.4% | $3,722-60.9% | $4,837-69.9% |
| Participant deferral / active EE | $4,549 | $5,255-13.4% | $4,653-2.2% | $6,341-28.3% |
| Admin fee / account holder | $4,435 | $7,970-44.3% | $6,752-34.3% | $12,309-64.0% |