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 | $127,703 | $114,381+11.6% | $107,525+18.8% | $142,382-10.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.76% | 242.71%-225.9pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,645 | $4,015-34.1% | $3,754-29.5% | $4,299-38.5% |
| Participant deferral / active EE | $3,207 | $5,564-42.4% | $5,116-37.3% | $6,507-50.7% |
| Admin fee / account holder | $1,874 | $9,860-81.0% | $8,919-79.0% | $12,624-85.2% |