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 | $102,833 | $112,096-8.3% | $95,952+7.2% | $158,922-35.3% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 20.45% | 171.09%-150.6pp | 91.61%-71.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,669 | $3,198-47.8% | $2,541-34.3% | $4,761-64.9% |
| Participant deferral / active EE | $5,601 | $4,784+17.1% | $4,167+34.4% | $5,982-6.4% |
| Admin fee / account holder | $2,999 | $10,130-70.4% | $6,795-55.9% | $11,246-73.3% |