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 | $136,943 | $107,334+27.6% | $92,893+47.4% | $152,861-10.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 18.62% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,244 | $4,221+0.5% | $3,653+16.2% | $4,762-10.9% |
| Participant deferral / active EE | $5,160 | $4,845+6.5% | $4,236+21.8% | $5,850-11.8% |
| Admin fee / account holder | $583 | $7,079-91.8% | $5,794-89.9% | $11,596-95.0% |