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 | $130,600 | $127,065+2.8% | $113,168+15.4% | $142,382-8.3% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 20.27% | 24.03%-3.8pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,412 | $3,442-29.9% | $2,975-18.9% | $4,299-43.9% |
| Participant deferral / active EE | $9,983 | $5,716+74.6% | $5,107+95.5% | $6,507+53.4% |
| Admin fee / account holder | $3,983 | $15,736-74.7% | $12,068-67.0% | $12,624-68.4% |