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 | $123,552 | $165,912-25.5% | $122,332+1.0% | $147,584-16.3% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 23.31% | 34.55%-11.2pp | 30.27%-7.0pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,815 | $5,754-33.7% | $4,050-5.8% | $4,876-21.8% |
| Participant deferral / active EE | $4,788 | $4,005+19.5% | $3,287+45.7% | $5,439-12.0% |
| Admin fee / account holder | $1,454 | $7,424-80.4% | $5,478-73.5% | $10,885-86.6% |