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 | $119,373 | $107,334+11.2% | $92,893+28.5% | $152,861-21.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 16.62% | 145.58%-129.0pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $5,066 | $4,221+20.0% | $3,653+38.7% | $4,762+6.4% |
| Participant deferral / active EE | $10,133 | $4,845+109.1% | $4,236+139.2% | $5,850+73.2% |
| Admin fee / account holder | $1,092 | $7,079-84.6% | $5,794-81.2% | $11,596-90.6% |