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 | $109,667 | $100,773+8.8% | $88,946+23.3% | $142,382-23.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 19.42% | 70.18%-50.8pp | 57.82%-38.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,711 | $2,918-41.4% | $2,555-33.0% | $4,299-60.2% |
| Participant deferral / active EE | $5,880 | $5,230+12.4% | $4,581+28.4% | $6,507-9.6% |
| Admin fee / account holder | $8,618 | $9,693-11.1% | $8,261+4.3% | $12,624-31.7% |