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 | $134,196 | $116,175+15.5% | $93,606+43.4% | $152,861-12.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 22.06% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,176 | $3,218-63.5% | $2,718-56.7% | $4,762-75.3% |
| Participant deferral / active EE | $3,349 | $4,603-27.2% | $4,069-17.7% | $5,850-42.8% |
| Admin fee / account holder | $1,210 | $10,748-88.7% | $7,888-84.7% | $11,596-89.6% |