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 | $107,319 | $103,376+3.8% | $87,100+23.2% | $152,861-29.8% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 16.25% | 28.10%-11.8pp | 28.19%-11.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $9,082 | $3,220+182.0% | $2,521+260.2% | $4,762+90.7% |
| Participant deferral / active EE | $5,522 | $4,778+15.6% | $4,049+36.4% | $5,850-5.6% |
| Admin fee / account holder | $61,399 | $12,205+403.1% | $7,497+719.0% | $11,596+429.5% |