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 | $160,843 | $238,490-32.6% | $180,183-10.7% | $142,382+13.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.4%-2.4pp | 80.1%-5.1pp |
| Annual return | 18.45% | 33.56%-15.1pp | 27.86%-9.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,284 | $6,143-30.3% | $5,039-15.0% | $4,299-0.3% |
| Participant deferral / active EE | $5,925 | $7,996-25.9% | $6,822-13.2% | $6,507-9.0% |
| Admin fee / account holder | $13,059 | $28,866-54.8% | $19,975-34.6% | $12,624+3.4% |