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 | $109,735 | $88,083+24.6% | $164,813-33.4% | $74,495+47.3% |
| Participation rate | 74.5% | 73.0%+1.5pp | 78.6%-4.1pp | 67.2%+7.3pp |
| Annual return | 17.63% | 17.26%+0.4pp | 69.93%-52.3pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,964 | $2,593+14.3% | $4,341-31.7% | $2,623+13.0% |
| Participant deferral / active EE | $4,054 | $4,498-9.9% | $6,031-32.8% | $4,346-6.7% |
| Admin fee / account holder | $3,825 | $2,234+71.2% | $12,690-69.9% | $1,942+97.0% |