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 | $135,076 | $154,117-12.4% | $129,995+3.9% | $139,434-3.1% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.5%+7.9pp | 80.3%+6.0pp |
| Annual return | 14.53% | 32.48%-17.9pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $7,527 | $5,289+42.3% | $4,320+74.3% | $4,751+58.4% |
| Participant deferral / active EE | $9,918 | $6,710+47.8% | $5,820+70.4% | $6,710+47.8% |
| Admin fee / account holder | $3,001 | $14,007-78.6% | $10,614-71.7% | $11,403-73.7% |