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 8-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 | $128,494 | $124,281+3.4% | $109,143+17.7% | $167,490-23.3% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 10.36% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $9,616 | $4,207+128.5% | $3,722+158.3% | $4,837+98.8% |
| Participant deferral / active EE | $2,430 | $5,255-53.8% | $4,653-47.8% | $6,341-61.7% |
| Admin fee / account holder | $31,590 | $7,970+296.4% | $6,752+367.8% | $12,309+156.6% |