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 | $102,352 | $95,266+7.4% | $82,389+24.2% | $142,382-28.1% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.5%+24.9pp | 80.1%+14.3pp |
| Annual return | 11.06% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,106 | $4,809+6.2% | $4,155+22.9% | $6,507-21.5% |
| Admin fee / account holder | $19,298 | $8,563+125.4% | $7,231+166.9% | $12,624+52.9% |