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 | $123,723 | $183,519-32.6% | $155,509-20.4% | $145,922-15.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 12.01% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,668 | $5,313-31.0% | $4,672-21.5% | $4,660-21.3% |
| Participant deferral / active EE | $6,268 | $6,462-3.0% | $5,626+11.4% | $6,688-6.3% |
| Admin fee / account holder | $1,145 | $19,313-94.1% | $15,912-92.8% | $13,397-91.5% |