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 | $87,005 | $79,449+9.5% | $189,557-54.1% | $85,850+1.3% |
| Participation rate | 71.0% | 66.0%+5.0pp | 78.4%-7.5pp | 69.3%+1.7pp |
| Annual return | 14.66% | 18.45%-3.8pp | 64.17%-49.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,964 | $2,081-5.6% | $4,412-55.5% | $2,565-23.4% |
| Participant deferral / active EE | $3,966 | $4,051-2.1% | $6,174-35.8% | $3,952+0.4% |
| Admin fee / account holder | $25,077 | $5,377+366.4% | $9,807+155.7% | $6,260+300.6% |