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 | $123,546 | $183,963-32.8% | $162,163-23.8% | $152,861-19.2% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 24.56% | 150.76%-126.2pp | 115.59%-91.0pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,384 | $6,371-62.6% | $5,614-57.5% | $4,762-49.9% |
| Participant deferral / active EE | $5,927 | $8,034-26.2% | $7,298-18.8% | $5,850+1.3% |
| Admin fee / account holder | $576 | $13,121-95.6% | $10,843-94.7% | $11,596-95.0% |