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 | $199,868 | $228,332-12.5% | $185,823+7.6% | $158,922+25.8% |
| Participation rate | 87.0% | 82.3%+4.7pp | 78.0%+8.9pp | 82.0%+5.0pp |
| Annual return | 8.35% | 40.80%-32.5pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,873 | $4,967-62.3% | $4,087-54.2% | $4,761-60.7% |
| Participant deferral / active EE | $4,954 | $6,415-22.8% | $5,632-12.0% | $5,982-17.2% |
| Admin fee / account holder | $22,557 | $11,864+90.1% | $9,500+137.4% | $11,246+100.6% |