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 | $131,615 | $118,680+10.9% | $98,907+33.1% | $158,922-17.2% |
| Participation rate | 72.2% | 77.8%-5.6pp | 76.0%-3.8pp | 82.0%-9.7pp |
| Annual return | 16.26% | 372.35%-356.1pp | 196.43%-180.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,876 | $3,333-43.7% | $2,689-30.2% | $4,761-60.6% |
| Participant deferral / active EE | $3,631 | $5,088-28.6% | $4,244-14.4% | $5,982-39.3% |
| Admin fee / account holder | $2,019 | $10,131-80.1% | $6,642-69.6% | $11,246-82.0% |